WPM
Worldly Partners Management Portfolio holdings
AUM
$167M
1-Year Est. Return
20.29%
1 Year Est. Return
-20.29%
AUM
$167M
AUM Growth
-$14.9M
(-8.2%)
Holding
3
Top Buys
No buys this quarter
Sector Composition
| 1 | Consumer Discretionary | 52.09% |
| 2 | Consumer Staples | 46.23% |
| 3 | Communication Services | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Floor & Decor
FND
$6.59B
| $87.2M | 52.09% |
1,183,580
|
|
||
2
Costco
COST
$381B
| $77.4M | 46.23% |
83,641
-7,878
|
|
||
3
Cardlytics
CDLX
$54.6M
| $2.81M | 1.68% |
1,157,989
|
|