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
$135M
AUM Growth
-$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$779K
3
+$334K
4
WYNN icon
Wynn Resorts
WYNN
+$226K
5
LULU icon
lululemon athletica
LULU
+$216K

Top Sells

1
+$2.51M
2
+$2.45M
3
+$877K
4
GXDW
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
+$710K
5
PARA
Paramount Global Class B
PARA
+$611K

Sector Composition

1 Technology 18.61%
2 Consumer Discretionary 6.23%
3 Financials 4.15%
4 Communication Services 3.94%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.96%
4,756
+44
27
$1.29M 0.96%
24,570
-780
28
$1.16M 0.86%
7,087
-29
29
$1.14M 0.85%
19,422
-80
30
$1.11M 0.83%
14,202
-525
31
$1.1M 0.81%
3,251
32
$1.07M 0.79%
14,392
-283
33
$1.06M 0.78%
4,058
+65
34
$1.05M 0.78%
7,776
+909
35
$1.01M 0.75%
4,534
-45
36
$974K 0.72%
9,507
-195
37
$934K 0.69%
5,524
-93
38
$928K 0.69%
2,066
39
$899K 0.67%
4,936
-3
40
$887K 0.66%
5,489
-499
41
$864K 0.64%
8,062
-250
42
$806K 0.6%
3,130
-225
43
$794K 0.59%
6,760
-163
44
$779K 0.58%
+28,727
45
$770K 0.57%
6,962
-973
46
$769K 0.57%
4,762
+1
47
$749K 0.55%
1,917
-100
48
$729K 0.54%
2,859
-19
49
$721K 0.53%
8,502
+2,664
50
$647K 0.48%
1,039
-18
1
2
3 4 5