WPWM

Western Pacific Wealth Management Portfolio holdings

AUM $103M
1-Year Est. Return 24.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$546K
3
+$186K
4
PSQ icon
ProShares Short QQQ
PSQ
+$107K
5
TSLA icon
Tesla
TSLA
+$103K

Top Sells

1
+$317K
2
+$168K
3
+$85.8K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$83.4K
5
EL icon
Estee Lauder
EL
+$77.6K

Sector Composition

1 Consumer Discretionary 54.1%
2 Technology 15.58%
3 Communication Services 6.47%
4 Financials 5.72%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
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