WCP
Wick Capital Partners Portfolio holdings
AUM
$385M
This Quarter Return
-5.73%
1 Year Return
+13.27%
3 Year Return
+46.66%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+8%)
Cap. Flow
+$21.8M
Cap. Flow
% of AUM
14.06%
Top 10 Holdings %
Top 10 Hldgs %
80.78%
Holding
56
New
7
Increased
22
Reduced
15
Closed
6
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$5.82M |
| 2 |
Invesco Russell 1000 Equal Weight ETF
EQAL
|
$5.18M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.16M |
| 4 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
$4.17M |
| 5 |
Meridian
MRBK
|
$2.1M |
Top Sells
Sector Composition
| 1 | Financials | 1.89% |
| 2 | Technology | 1.55% |
| 3 | Healthcare | 1.35% |
| 4 | Consumer Discretionary | 0.68% |
| 5 | Communication Services | 0.34% |
