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
$140M
AUM Growth
-$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.45M
3
+$918K
4
CCL icon
Carnival Corp
CCL
+$763K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$753K

Top Sells

1
+$6.34M
2
+$931K
3
+$764K
4
AMZN icon
Amazon
AMZN
+$658K
5
NOW icon
ServiceNow
NOW
+$652K

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 7.19%
3 Healthcare 4.27%
4 Industrials 4%
5 Financials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.85%
8,000
27
$1.18M 0.84%
2,000
28
$1.15M 0.82%
22,000
-1,000
29
$1.13M 0.81%
3,000
30
$1.13M 0.8%
11,000
-1,000
31
$1.08M 0.77%
2,000
32
$1.03M 0.74%
5,000
33
$1.01M 0.72%
5,000
34
$1M 0.71%
14,000
-1,000
35
$1M 0.71%
12,000
36
$967K 0.69%
9,000
37
$897K 0.64%
15,000
+3,000
38
$835K 0.6%
8,000
39
$815K 0.58%
6,000
40
$795K 0.57%
4,000
41
$763K 0.54%
+38,000
42
$757K 0.54%
3,000
43
$748K 0.53%
6,000
44
$741K 0.53%
3,000
45
$727K 0.52%
30,000
-3,000
46
$726K 0.52%
+18,000
47
$697K 0.5%
+9,000
48
$660K 0.47%
4,000
49
$658K 0.47%
8,000
+2,000
50
$647K 0.46%
4,000
1
2
3 4 5