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
$132M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$880K
3
+$239K
4
NVDA icon
NVIDIA
NVDA
+$204K
5
AZO icon
AutoZone
AZO
+$175K

Top Sells

1
+$223K
2
+$199K
3
+$167K
4
HD icon
Home Depot
HD
+$137K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$111K

Sector Composition

1 Consumer Discretionary 56.88%
2 Technology 15.35%
3 Financials 5.05%
4 Communication Services 5.04%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.69K ﹤0.01%
45
252
$2.64K ﹤0.01%
58
253
$2.61K ﹤0.01%
145
254
$2.42K ﹤0.01%
11
255
$2.34K ﹤0.01%
75
256
$1.87K ﹤0.01%
10
257
$1.73K ﹤0.01%
49
258
$1.71K ﹤0.01%
50
259
$1.65K ﹤0.01%
8
260
$1.6K ﹤0.01%
200
261
$1.55K ﹤0.01%
21
262
$1.39K ﹤0.01%
30
-32
263
$1.38K ﹤0.01%
34
264
$1.37K ﹤0.01%
25
265
$975 ﹤0.01%
14
266
$972 ﹤0.01%
7
267
$796 ﹤0.01%
95
268
$687 ﹤0.01%
33
-4
269
$574 ﹤0.01%
3
270
$532 ﹤0.01%
55
271
$508 ﹤0.01%
7
272
$462 ﹤0.01%
10
273
$461 ﹤0.01%
40
274
$381 ﹤0.01%
3
275
$371 ﹤0.01%
16
9 10
11
12 13