WPWM
Western Pacific Wealth Management Portfolio holdings
AUM
$104M
This Quarter Return
+1.13%
1 Year Return
+26.5%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+0.93%)
Cap. Flow
+$2.25M
Cap. Flow
% of AUM
1.71%
Top 10 Holdings %
Top 10 Hldgs %
81.18%
Holding
316
New
14
Increased
41
Reduced
39
Closed
37
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$937K |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$880K |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$239K |
| 4 |
NVIDIA
NVDA
|
$204K |
| 5 |
AutoZone
AZO
|
$175K |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$223K |
| 2 |
Amgen
AMGN
|
$199K |
| 3 |
PayPal
PYPL
|
$167K |
| 4 |
Home Depot
HD
|
$137K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$111K |
Sector Composition
| 1 | Consumer Discretionary | 56.88% |
| 2 | Technology | 15.35% |
| 3 | Financials | 5.05% |
| 4 | Communication Services | 5.04% |
| 5 | Healthcare | 2.4% |
