WPWM

Western Pacific Wealth Management Portfolio holdings

AUM $102M
1-Year Est. Return 26.75%
This Quarter Est. Return
1 Year Est. Return
+26.75%
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 +$937K
2 +$880K
3 +$239K
4
NVDA icon
NVIDIA
NVDA
+$204K
5
AZO icon
AutoZone
AZO
+$175K

Top Sells

1 +$223K
2 +$199K
3 +$167K
4
HD icon
Home Depot
HD
+$137K
5
SPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$8.42K 0.01%
101
202
$7.48K 0.01%
149
203
$7.39K 0.01%
530
204
$6.87K 0.01%
75
205
$6.82K 0.01%
200
206
$6.47K ﹤0.01%
80
+24
207
$6.36K ﹤0.01%
+2,000
208
$6.1K ﹤0.01%
16
209
$5.97K ﹤0.01%
39
210
$5.97K ﹤0.01%
135
211
$5.82K ﹤0.01%
50
212
$5.8K ﹤0.01%
19
213
$5.79K ﹤0.01%
13
214
$5.73K ﹤0.01%
140
215
$5.64K ﹤0.01%
100
216
$5.5K ﹤0.01%
22
217
$5.48K ﹤0.01%
19
218
$5.34K ﹤0.01%
1,000
219
$5.21K ﹤0.01%
13
220
$5.12K ﹤0.01%
21
221
$5.01K ﹤0.01%
70
222
$5.01K ﹤0.01%
1,000
223
$4.92K ﹤0.01%
99
224
$4.9K ﹤0.01%
166
225
$4.87K ﹤0.01%
201