WPM
Worldly Partners Management Portfolio holdings
AUM
$134M
1-Year Est. Return
23.89%
This Fund
S&P 500
1 Year Est. Return
-23.89%
AUM
$134M
AUM Growth
-$33.4M
(-20%)
Holding
3
Top Buys
No buys this quarter
Sector Composition
| 1 | Consumer Discretionary | 53.74% |
| 2 | Consumer Staples | 45.27% |
| 3 | Communication Services | 0.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Floor & Decor
FND
$5.69B
| $72.1M | 53.74% |
1,183,580
|
|
||
2
Costco
COST
$432B
| $60.7M | 45.27% |
70,401
-13,240
|
|
||
3
Cardlytics
CDLX
$58.4M
| $1.33M | 0.99% |
1,157,989
|
|