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WCP

Wick Capital Partners Portfolio holdings

AUM $548M
1-Year Est. Return 17.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.12%
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
+$3.18M
2
+$536K
3
+$440K
4
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$338K
5
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$256K

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
in Stake 		Capital Flow
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