WPWM

Western Pacific Wealth Management Portfolio holdings

AUM $98.4M
1-Year Est. Return 25.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
-$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$387K
2
+$232K
3
+$183K
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$135K
5
CMI icon
Cummins
CMI
+$102K

Top Sells

1
+$387K
2
+$172K
3
+$137K
4
DIS icon
Walt Disney
DIS
+$125K
5
UNH icon
UnitedHealth
UNH
+$121K

Sector Composition

1 Consumer Discretionary 42.65%
2 Technology 23.02%
3 Communication Services 8.32%
4 Financials 6.56%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
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