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
$169M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$543K
3
+$465K
4
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$347K
5
NVDA icon
NVIDIA
NVDA
+$293K

Top Sells

1
+$4.55M
2
+$3.16M
3
+$2.22M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.54M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.15M

Sector Composition

1 Technology 1.83%
2 Healthcare 1.39%
3 Financials 1.08%
4 Communication Services 0.56%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
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