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
$120M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$216K
2
+$108K
3
+$103K
4
V icon
Visa
V
+$101K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$96K

Top Sells

1
+$1.75M
2
+$159K
3
+$55K
4
ABMD
Abiomed Inc
ABMD
+$46K
5
T icon
AT&T
T
+$37.5K

Sector Composition

1 Consumer Discretionary 63.28%
2 Technology 10.47%
3 Financials 4.79%
4 Communication Services 3.8%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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