WCP
Wick Capital Partners Portfolio holdings
AUM
$385M
This Quarter Return
+7.69%
1 Year Return
+13.27%
3 Year Return
+46.66%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.44%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$40.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$17.1M |
| 3 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$16.2M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$8.14M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$3.91M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.36% |
| 2 | Healthcare | 2.08% |
| 3 | Communication Services | 2.01% |
| 4 | Consumer Discretionary | 1.47% |
| 5 | Financials | 1.3% |
