WMP

Wealth Management Partners Portfolio holdings

AUM $283M
1-Year Est. Return 27.87%
This Quarter Est. Return
1 Year Est. Return
+27.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$8.02M
3
+$6.38M
4
IAU icon
iShares Gold Trust
IAU
+$5.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 8.09%
3 Healthcare 4.24%
4 Industrials 3.7%
5 Financials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.91%
+47,804
27
$1.14M 0.89%
+5,045
28
$1.14M 0.89%
+11,900
29
$1.14M 0.89%
+15,330
30
$1.11M 0.87%
+3,589
31
$1.1M 0.86%
+11,928
32
$1.09M 0.85%
+4,712
33
$1.04M 0.82%
+14,619
34
$1.03M 0.81%
+22,508
35
$1.03M 0.81%
+7,854
36
$995K 0.78%
+14,879
37
$986K 0.77%
+7,490
38
$975K 0.76%
+4,828
39
$970K 0.76%
+5,888
40
$935K 0.73%
+7,697
41
$871K 0.68%
+46,524
42
$858K 0.67%
+5,063
43
$835K 0.65%
+3,464
44
$798K 0.63%
+4,684
45
$778K 0.61%
+4,821
46
$763K 0.6%
+2,091
47
$721K 0.56%
+3,068
48
$721K 0.56%
+6,748
49
$685K 0.54%
+1,996
50
$669K 0.52%
+2,903
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