WCP

Wick Capital Partners Portfolio holdings

AUM $420M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
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
+$14.5M
2
+$4.76M
3
+$4.34M
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$4.18M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.02M

Top Sells

1
+$6.43M
2
+$3.86M
3
+$2.27M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.08M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.8M

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
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