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
$132M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$927K
2 +$848K
3 +$226K
4
AZO icon
AutoZone
AZO
+$179K
5
NVDA icon
NVIDIA
NVDA
+$160K

Top Sells

1 +$213K
2 +$199K
3 +$167K
4
HD icon
Home Depot
HD
+$130K
5
IAT icon
iShares US Regional Banks ETF
IAT
+$107K

Sector Composition

1 Consumer Discretionary 56.88%
2 Technology 15.35%
3 Financials 5.05%
4 Communication Services 5.04%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$24.5K 0.02%
1,178
177
$23.7K 0.02%
366
178
$23.4K 0.02%
50
179
$22.6K 0.02%
+55
180
$22.5K 0.02%
700
181
$22.3K 0.02%
150
182
$21.7K 0.02%
30
+22
183
$21.6K 0.02%
505
184
$19.6K 0.01%
350
185
$19.5K 0.01%
210
186
$18.9K 0.01%
478
187
$18.9K 0.01%
250
188
$18.5K 0.01%
405
189
$18.2K 0.01%
150
190
$17.8K 0.01%
145
191
$16.6K 0.01%
125
192
$16.5K 0.01%
100
193
$14.7K 0.01%
100
194
$13.3K 0.01%
96
195
$13.2K 0.01%
248
196
$13.2K 0.01%
587
197
$12.2K 0.01%
25
-207
198
$10.6K 0.01%
283
199
$9.4K 0.01%
+500
200
$9.11K 0.01%
28