WPM
Worldly Partners Management Portfolio holdings
AUM
$182M
1-Year Est. Return
4.3%
1 Year Est. Return
-4.3%
AUM
$182M
AUM Growth
+$5.75M
(+3.3%)
Holding
3
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 49.67% |
| 2 | Consumer Discretionary | 49.29% |
| 3 | Communication Services | 1.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Costco
COST
$406B
| $90.6M | 49.67% |
91,519
+116
|
|
||
2
Floor & Decor
FND
$6.52B
| $89.9M | 49.29% |
1,183,580
+88,700
|
|
||
3
Cardlytics
CDLX
$103M
| $1.9M | 1.04% |
1,157,989
|
|