WP Large Cap Income Plus Institutional (WPLCX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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As of 08:06AM EDT. Market open.
Overall Portfolio Composition (%)
Cash3.30%
Stocks96.71%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertable0.00%
Sector Weightings (%)
Sector(s)WPLCX
Basic Materials0.00%
Consumer Cyclical1.35%
Financial Services44.29%
Real Estate0.00%
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/Cashflow0.0613.6
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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