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
$103M
AUM Growth
+$805K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$1.66M
3 +$917K
4
CHTR icon
Charter Communications
CHTR
+$213K
5
ICE icon
Intercontinental Exchange
ICE
+$151K

Top Sells

1 +$2.04M
2 +$1.72M
3 +$868K
4
WMT icon
Walmart Inc
WMT
+$383K
5
JNJ icon
Johnson & Johnson
JNJ
+$378K

Sector Composition

1 Technology 25.42%
2 Communication Services 15.55%
3 Financials 11.46%
4 Consumer Discretionary 9.76%
5 Consumer Staples 2.08%