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WP Large Cap Income Plus Institutional (WPLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.23+0.16 (+1.14%)
At close: 08:06AM EDT

Overall portfolio composition (%)

Cash2.41%
Stocks97.59%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
WPLCX
Basic materials
0.00%
Consumer cyclical
1.34%
Financial services
38.40%
Property
0.00%
Consumer defensive
9.60%
Healthcare
3.62%
Utilities
0.00%
Communication services
0.00%
Energy
7.53%
Industrials
0.00%
Technology
39.50%

Equity holdings

AverageWPLCXCategory average
Price/Earnings0.0819.27
Price/book0.472.64
Price/sales0.281.87
Price/Cash flow0.0613.6
Median market cap490,431.62114,057.18
3-year earnings growth19.0512.58

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 (89.19% of total assets)

Get quotes for top holdings
NameSymbol% assets
Apple IncAAPL19.82%
Microsoft CorpMSFT18.71%
Bank of America CorpBAC9.54%
JPMorgan Chase & CoJPM9.34%
Wells Fargo & CoWFC8.77%
Altria Group IncMO8.19%
Exxon Mobil CorpXOM4.10%
Berkshire Hathaway Inc Class BBRK-B4.01%
ImmunityBio Inc Ordinary SharesIBRX3.53%
Mitsubishi UFJ Financial Group Inc ADRMUFG3.19%