WCP
Wick Capital Partners Portfolio holdings
AUM
$385M
This Quarter Return
+6.26%
1 Year Return
+13.27%
3 Year Return
+46.66%
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(-3.1%)
Cap. Flow
-$14.5M
Cap. Flow
% of AUM
-8.6%
Top 10 Holdings %
Top 10 Hldgs %
83.44%
Holding
70
New
5
Increased
20
Reduced
17
Closed
20
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$3.37M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$543K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$465K |
| 4 |
Simplify Hedged Equity ETF
HEQT
|
$347K |
| 5 |
NVIDIA
NVDA
|
$293K |
Top Sells
Sector Composition
| 1 | Technology | 1.83% |
| 2 | Healthcare | 1.39% |
| 3 | Financials | 1.08% |
| 4 | Communication Services | 0.56% |
| 5 | Consumer Discretionary | 0.27% |
