WVP

Worth Venture Partners Portfolio holdings

AUM $34.1M
1-Year Est. Return 31.83%
This Quarter Est. Return
1 Year Est. Return
+31.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$3.79M
3
+$3.52M
4
FFIV icon
F5
FFIV
+$3.34M
5
COHR
Coherent Inc
COHR
+$3M

Top Sells

1
+$2.81M
2
+$2.67M
3
+$2.48M
4
BFX
BowFlex Inc.
BFX
+$2.27M
5
CYBE
Cyberoptics Corp
CYBE
+$2M

Sector Composition

1 Technology 30.99%
2 Healthcare 14.38%
3 Industrials 5.72%
4 Consumer Discretionary 4.48%
5 Real Estate 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
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