WCP
Wick Capital Partners Portfolio holdings
AUM
$385M
1-Year Return
13.27%
This Quarter Return
+9.69%
1 Year Return
+13.27%
3 Year Return
+46.66%
5 Year Return
–
10 Year Return
–
AUM
$385M
AUM Growth
+$49.9M
(+15%)
Cap. Flow
-$21B
Cap. Flow
% of AUM
-5,468.87%
Top 10 Holdings %
Top 10 Hldgs %
69.73%
Holding
116
New
14
Increased
56
Reduced
36
Closed
9
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$12.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$11.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$3.86M |
| 4 |
Invesco Russell 1000 Equal Weight ETF
EQAL
|
$3.39M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.19M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$15.7B |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$1.36B |
| 3 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
$1.25B |
| 4 |
iShares Large Cap Deep Buffer ETF
IVVB
|
$1.15B |
| 5 |
Meridian
MRBK
|
$513M |
Sector Composition
| 1 | Technology | 3.21% |
| 2 | Financials | 1.16% |
| 3 | Consumer Discretionary | 1.05% |
| 4 | Communication Services | 0.83% |
| 5 | Healthcare | 0.5% |
