WVP

Worth Venture Partners Portfolio holdings

AUM $65.2M
1-Year Est. Return 28.8%
This Quarter Est. Return
1 Year Est. Return
+28.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1 +$2.7M
2 +$2.52M
3 +$2.41M
4
MXL icon
MaxLinear
MXL
+$2.29M
5
MRAM icon
Everspin Technologies
MRAM
+$1.88M

Top Sells

1 +$2.35M
2 +$1.91M
3 +$1.85M
4
APPS icon
Digital Turbine
APPS
+$1.36M
5
WIFI
Boingo Wireless, Inc.
WIFI
+$871K

Sector Composition

1 Technology 12.01%
2 Healthcare 7.34%
3 Consumer Discretionary 2.68%
4 Consumer Staples 1.3%
5 Real Estate 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
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