WPWM

Western Pacific Wealth Management Portfolio holdings

AUM $102M
1-Year Est. Return 26.75%
This Quarter Est. Return
1 Year Est. Return
+26.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$218K
2 +$153K
3 +$129K
4
UNH icon
UnitedHealth
UNH
+$103K
5
ARKK icon
ARK Innovation ETF
ARKK
+$99.8K

Top Sells

1 +$936K
2 +$789K
3 +$397K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$303K
5
WTFC icon
Wintrust Financial
WTFC
+$300K

Sector Composition

1 Consumer Discretionary 65.51%
2 Technology 11.44%
3 Communication Services 4.6%
4 Financials 3.09%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-5
227
-1,200
228
$0 ﹤0.01%
10
-7
229
-1,500