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Home > Institutional Investor > Western Pacific Wealth Management, Lp > Profile

Instuitional Investor - Western Pacific Wealth Management, Lp

Fund Profile
Filing Period:
Fund Name: Western Pacific Wealth Management, Lp
Portfolio Value $123,939,754
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nike Inc.
 NKE 308,138 $23,316,802 18.81%
2.
Apple Inc.
 AAPL 62,378 $15,620,770 12.6%
3.
Amazon Com Inc
 AMZN 41,005 $8,996,087 7.25%
4.
Vanguard Dividend Appreciation Etf
 42,243 $8,272,433 6.67%
5.
Vanguard Whitehall Funds
 48,704 $6,214,109 5.01%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)