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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
$548M
AUM Growth
-$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$7.7M
3
+$2.22M
4
IVVB icon
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
+$2.19M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$2.08M

Top Sells

1
+$21.8M
2
+$5.7M
3
+$1.47M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.38M
5
QRVO icon
Qorvo
QRVO
+$776K

Sector Composition

1 Technology 5.13%
2 Financials 2.06%
3 Industrials 1.5%
4 Consumer Discretionary 1.32%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLN icon
151
WisdomTree US LargeCap Dividend Fund
DLN
$6.3B
$293K 0.05%
3,281
XLK icon
152
State Street Technology Select Sector SPDR ETF
XLK
$122B
$290K 0.05%
+2,184
MPLX icon
153
MPLX
MPLX
$56.9B
$289K 0.05%
5,060
+28
FTNT icon
154
Fortinet
FTNT
$108B
$287K 0.05%
+3,507
DES icon
155
WisdomTree US SmallCap Dividend Fund
DES
$2.13B
$283K 0.05%
7,888
VT icon
156
Vanguard Total World Stock ETF
VT
$76B
$283K 0.05%
2,046
PH icon
157
Parker-Hannifin
PH
$118B
$282K 0.05%
+315
FIVE icon
158
Five Below
FIVE
$10.5B
$281K 0.05%
+1,228
PEP icon
159
PepsiCo
PEP
$200B
$280K 0.05%
1,801
-2,520
VEEV icon
160
Veeva Systems
VEEV
$26.5B
$280K 0.05%
+1,592
HAL icon
161
Halliburton
HAL
$31.1B
$276K 0.05%
+7,083
IWR icon
162
iShares Russell Mid-Cap ETF
IWR
$55.8B
$276K 0.05%
+2,835
BSX icon
163
Boston Scientific
BSX
$69.7B
$275K 0.05%
+4,387
BLK icon
164
Blackrock
BLK
$163B
$275K 0.05%
+17,374
BURL icon
165
Burlington
BURL
$21B
$275K 0.05%
+844
IJJ icon
166
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.66B
$273K 0.05%
2,061
PLD icon
167
Prologis
PLD
$136B
$273K 0.05%
2,062
-1,196
CRH icon
168
CRH
CRH
$75.4B
$272K 0.05%
+2,584
SOXX icon
169
iShares Semiconductor ETF
SOXX
$42.9B
$271K 0.05%
+825
DG icon
170
Dollar General
DG
$25.1B
$271K 0.05%
2,280
+729
AMT icon
171
American Tower
AMT
$85.9B
$270K 0.05%
1,564
+305
VKTX icon
172
Viking Therapeutics
VKTX
$3.44B
$270K 0.05%
3,669
+387
KBE icon
173
State Street SPDR S&P Bank ETF
KBE
$1.51B
$267K 0.05%
+3,370
ISCG icon
174
iShares Morningstar Small-Cap Growth ETF
ISCG
$973M
$266K 0.05%
+4,995
AA icon
175
Alcoa
AA
$16.6B
$265K 0.05%
+4,002
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