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
$138M
AUM Growth
+$999K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$826K
3
+$732K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$317K
5
PLTR icon
Palantir
PLTR
+$296K

Top Sells

1
+$363K
2
+$317K
3
+$285K
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$231K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$167K

Sector Composition

1 Consumer Discretionary 48.88%
2 Technology 18.31%
3 Communication Services 7.26%
4 Financials 6.36%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.32K ﹤0.01%
77
227
$3.31K ﹤0.01%
+116
228
$3.3K ﹤0.01%
+16
229
$3.24K ﹤0.01%
+65
230
$3.19K ﹤0.01%
+115
231
$3.13K ﹤0.01%
32
232
$2.88K ﹤0.01%
+81
233
$2.88K ﹤0.01%
11
234
$2.71K ﹤0.01%
+96
235
$2.67K ﹤0.01%
46
236
$2.66K ﹤0.01%
+102
237
$2.53K ﹤0.01%
1,000
238
$2.49K ﹤0.01%
125
+4
239
$2.49K ﹤0.01%
145
240
$2.44K ﹤0.01%
+56
241
$2.43K ﹤0.01%
50
242
$2.4K ﹤0.01%
+22
243
$2.18K ﹤0.01%
+6
244
$2.18K ﹤0.01%
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245
$2.17K ﹤0.01%
+88
246
$2.1K ﹤0.01%
+83
247
$2.09K ﹤0.01%
+5
248
$2.08K ﹤0.01%
+8
249
$1.97K ﹤0.01%
58
250
$1.87K ﹤0.01%
50
8 9
10
11 12