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
$146M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$836K
2
+$764K
3
+$726K
4
AMZN icon
Amazon
AMZN
+$705K
5
SDG icon
iShares MSCI Global Sustainable Development Goals ETF
SDG
+$374K

Top Sells

1
+$579K
2
+$354K
3
+$349K
4
MRK icon
Merck
MRK
+$307K
5
HON icon
Honeywell
HON
+$304K

Sector Composition

1 Technology 19.97%
2 Consumer Discretionary 6.89%
3 Healthcare 3.73%
4 Communication Services 3.65%
5 Financials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.82%
23,000
-1,815
27
$1.18M 0.81%
3,000
-251
28
$1.18M 0.81%
2,000
-66
29
$1.16M 0.8%
7,000
-87
30
$1.14M 0.79%
8,000
+224
31
$1.11M 0.76%
15,000
+608
32
$1.07M 0.74%
18,000
-1,422
33
$1.06M 0.73%
9,000
-507
34
$1.01M 0.7%
5,000
+64
35
$983K 0.67%
5,000
+466
36
$977K 0.67%
2,000
+83
37
$961K 0.66%
12,000
-2,202
38
$931K 0.64%
8,000
-4,972
39
$888K 0.61%
33,000
+4,273
40
$880K 0.6%
8,000
-62
41
$859K 0.59%
6,000
+476
42
$844K 0.58%
5,000
+942
43
$796K 0.55%
6,000
-760
44
$789K 0.54%
3,000
+141
45
$768K 0.53%
4,000
-762
46
$764K 0.52%
+15,000
47
$748K 0.51%
2,000
+258
48
$720K 0.49%
5,000
-489
49
$679K 0.47%
3,000
-282
50
$663K 0.46%
4,000
-32
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2
3 4 5