WCP
Wick Capital Partners Portfolio holdings
AUM
$385M
This Quarter Return
+10.25%
1 Year Return
+13.27%
3 Year Return
+46.66%
5 Year Return
–
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(+34%)
Cap. Flow
+$42.8M
Cap. Flow
% of AUM
17.86%
Top 10 Holdings %
Top 10 Hldgs %
76.26%
Holding
74
New
9
Increased
27
Reduced
18
Closed
10
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$19.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.75M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
$5.56M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.98M |
| 5 |
iShares Large Cap Deep Buffer ETF
IVVB
|
$3.79M |
Top Sells
Sector Composition
| 1 | Technology | 1.47% |
| 2 | Financials | 1.14% |
| 3 | Healthcare | 1.07% |
| 4 | Consumer Discretionary | 0.42% |
| 5 | Communication Services | 0.23% |
