WCP

Wick Capital Partners Portfolio holdings

AUM $385M
1-Year Est. Return 13.27%
This Quarter Est. Return
1 Year Est. Return
+13.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.71M
3
+$1.82M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$922K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$894K

Top Sells

1
+$80.7M
2
+$26.8M
3
+$15.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.58M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.02M

Sector Composition

1 Technology 3.02%
2 Financials 2.25%
3 Healthcare 1.1%
4 Consumer Discretionary 0.96%
5 Communication Services 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
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