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
$134M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.44M
3
+$1.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.16M
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$1.15M

Top Sells

1
+$1.8M
2
+$871K
3
+$793K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$603K
5
PROF
Profound Medical
PROF
+$554K

Sector Composition

1 Technology 17.26%
2 Consumer Discretionary 5.77%
3 Industrials 4.46%
4 Communication Services 3.95%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1%
12,839
-235
27
$1.31M 0.98%
16,798
-492
28
$1.31M 0.98%
5,949
+904
29
$1.25M 0.93%
11,989
-887
30
$1.24M 0.93%
4,712
31
$1.2M 0.89%
14,835
-495
32
$1.18M 0.88%
23,245
-9,564
33
$1.12M 0.84%
15,238
+619
34
$1.11M 0.83%
42,623
-5,181
35
$1.1M 0.82%
3,295
-294
36
$1.1M 0.82%
19,416
-3,092
37
$1.08M 0.81%
6,987
-503
38
$1.06M 0.79%
4,829
+1
39
$1.03M 0.77%
5,493
+430
40
$1.01M 0.75%
3,946
+482
41
$914K 0.68%
6,141
+253
42
$911K 0.68%
9,677
-2,251
43
$874K 0.65%
6,570
-1,127
44
$840K 0.63%
4,883
+62
45
$831K 0.62%
7,085
+337
46
$806K 0.6%
9,512
+5,172
47
$792K 0.59%
12,473
-1,098
48
$779K 0.58%
4,760
+76
49
$762K 0.57%
+8,431
50
$747K 0.56%
5,633
+451
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