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Wick Capital Partners, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Wick Capital Partners, LLC, 92% allocated to ETF.
- Top Sector
- ETF (92%)
- Market Cap Focus
- N/A
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
21 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
No geographic data available
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 12.4 quarters
- Avg. Top 20
- 11.4 quarters
- Avg. All Positions
- 7.3 quarters
- Median Holding Period
- 7 quarters
- Longest Held
iShares Core MSCI Total International Stock ETFIXUS - 15 quarters
Position Sizing & Influence
Current Quarter
- Largest Ownership Stake
Meridian CorporationMRBK - 1.28%- Avg. Ownership Stake
- 0.09%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 1
Historical (Since Q4 2021)
- Avg. Ownership Stake
- 0.12%
- Largest Ownership Stake
- Meridian CorporationMRBK - 1.29% (Q2 2023)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 51.7%
- Value Traded
- $215.86M
- Positions Added
- 5
- Positions Exited
- 4
Historical (Since Q4 2021)
- Avg. Turnover Ratio
- 25.4%
- Avg. Positions Added
- 11
- Avg. Positions Exited
- 10
- Highest Turnover
- 81.2%Q1 2024
- Lowest Turnover
- 4.3%Q3 2024