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
$144M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$737K
3
+$706K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$650K
5
PARA
Paramount Global Class B
PARA
+$611K

Top Sells

1
+$1.89M
2
+$1.11M
3
+$916K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$337K
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$323K

Sector Composition

1 Technology 17.68%
2 Consumer Discretionary 5.49%
3 Communication Services 4.24%
4 Financials 4.18%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.96%
13,227
+388
27
$1.36M 0.95%
25,350
-1,255
28
$1.35M 0.94%
11,921
-68
29
$1.31M 0.91%
4,712
30
$1.23M 0.86%
19,502
+86
31
$1.16M 0.81%
3,993
+47
32
$1.15M 0.8%
14,727
-108
33
$1.12M 0.78%
3,251
-44
34
$1.11M 0.77%
7,116
+129
35
$1.1M 0.77%
14,675
-563
36
$1.07M 0.75%
4,579
-250
37
$1.04M 0.72%
+7,935
38
$1.03M 0.72%
4,939
+56
39
$987K 0.69%
5,617
+124
40
$980K 0.68%
5,988
-153
41
$980K 0.68%
9,702
+25
42
$970K 0.68%
19,123
-4,122
43
$944K 0.66%
6,867
+297
44
$938K 0.65%
3,355
-260
45
$924K 0.64%
8,312
+4,849
46
$877K 0.61%
9,485
+1,054
47
$827K 0.58%
6,923
-162
48
$817K 0.57%
2,066
49
$808K 0.56%
2,017
+84
50
$784K 0.55%
4,761
+1
1
2
3 4 5