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Katherine Andersen

@Western Pacific Wealth Management, Lp

Latest period2024 - Q3ReportedManaged Assets$150.363MTotal holdings254
Assets growth rate13.72%Assets growth rate (2-Q avg)4.82%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Western Pacific Wealth Management, Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 254 positions.

Assets under management

The assets under management (AUM) of Western Pacific Wealth Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 150.363M in assets, with a quarterly growth rate of 13.72% and a 2-quarter average growth rate of 4.82%. The portfolio is managed by Katherine Andersen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SNOWSnowflake Inc Cl A
Recent Activity
Exited
0%
$13,509
100 shares@ $135.09 avg price
EVNEaton Vance Muni Income Trust Sh Ben Int
Recent Activity
Exited
0%
$7,763
750 shares@ $10.36 avg price
XMPTVaneck Cef Muni Income Etf
Recent Activity
Exited
0%
$6,603
300 shares@ $22.01 avg price