WCP

Wick Capital Partners Portfolio holdings

AUM $558M
1-Year Est. Return 15.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$5.18M
3
+$4.57M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.53M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.38M

Top Sells

1
+$6.95M
2
+$4.19M
3
+$2.52M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.08M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.93M

Sector Composition

1 Healthcare 2%
2 Technology 1.81%
3 Financials 0.68%
4 Consumer Discretionary 0.58%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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