WCP
Wick Capital Partners Portfolio holdings
AUM
$385M
This Quarter Return
+5.94%
1 Year Return
+13.27%
3 Year Return
+46.66%
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(+15%)
Cap. Flow
+$18.2M
Cap. Flow
% of AUM
10.24%
Top 10 Holdings %
Top 10 Hldgs %
76.84%
Holding
67
New
17
Increased
22
Reduced
16
Closed
10
Top Buys
Top Sells
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$11.9M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.43M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.8M |
| 4 |
Tesla
TSLA
|
$734K |
| 5 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
$432K |
Sector Composition
| 1 | Financials | 1.9% |
| 2 | Healthcare | 1.43% |
| 3 | Technology | 1.27% |
| 4 | Communication Services | 0.29% |
| 5 | Consumer Staples | 0.15% |
