WPM
Worldly Partners Management Portfolio holdings
AUM
$182M
1-Year Est. Return
4.3%
1 Year Est. Return
-4.3%
AUM
$177M
AUM Growth
-$14.5M
(-7.6%)
Holding
3
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 49.87% |
| 2 | Consumer Staples | 48.93% |
| 3 | Communication Services | 1.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Floor & Decor
FND
$6.43B
| $88.1M | 49.87% |
1,094,880
+57,500
|
|
||
2
Costco
COST
$411B
| $86.4M | 48.93% |
91,403
+372
|
|
||
3
Cardlytics
CDLX
$101M
| $2.11M | 1.19% |
1,157,989
|
|