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
$124M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$638K
2
+$291K
3
+$275K
4
ALAB icon
Astera Labs
ALAB
+$212K
5
PSX icon
Phillips 66
PSX
+$204K

Top Sells

1
+$22.8M
2
+$1.13M
3
+$1.09M
4
TSLA icon
Tesla
TSLA
+$628K
5
PG icon
Procter & Gamble
PG
+$188K

Sector Composition

1 Consumer Discretionary 29.57%
2 Technology 28.48%
3 Communication Services 10.27%
4 Financials 8.99%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
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