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WP Large Cap Income Plus Institutional (WPLCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:01PM EDT
Overall portfolio composition (%)
Cash3.30%
Stocks96.71%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%
Sector weightings (%)
Sector(s)WPLCX
Basic materials0.00%
Consumer cyclical1.35%
Financial services44.29%
Property0.00%
Consumer defensive2.38%
Healthcare5.39%
Utilities0.00%
Communication services0.00%
Energy7.51%
Industrials0.00%
Technology39.08%
Equity holdings
AverageWPLCXCategory average
Price/Earnings0.0719.27
Price/book0.452.64
Price/sales0.261.87
Price/Cash flow0.0613.6
Median market cap531,888.69114,057.18
3-year earnings growth33.0412.58
Bond holdings
AverageWPLCXCategory average
MaturityN/A3.96
DurationN/A2.61
Credit qualityN/AN/A
Bond ratings
Sector(s)WPLCX
US government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A
Top 10 holdings (89.81% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| Microsoft Corp | MSFT | 19.64% |
| Apple Inc | AAPL | 18.13% |
| JPMorgan Chase & Co | JPM | 10.70% |
| Wells Fargo & Co | WFC | 10.51% |
| Bank of America Corp | BAC | 10.39% |
| ImmunityBio Inc Ordinary Shares | IBRX | 5.21% |
| Berkshire Hathaway Inc Class B | BRK-B | 4.38% |
| Exxon Mobil Corp | XOM | 4.01% |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | 3.66% |
| UBS Group AG | UBSG.SW | 3.17% |
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