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
$114M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1 +$6.12M
2 +$989K
3 +$691K
4
AMZN icon
Amazon
AMZN
+$519K
5
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$385K

Top Sells

1 +$763K
2 +$733K
3 +$728K
4
RIO icon
Rio Tinto
RIO
+$697K
5
MSFT icon
Microsoft
MSFT
+$554K

Sector Composition

1 Technology 16.65%
2 Consumer Discretionary 6.61%
3 Healthcare 4.95%
4 Financials 3.59%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.08M 0.94%
2,000
27
$1M 0.88%
3,000
28
$1M 0.87%
25,000
29
$989K 0.86%
+15,000
30
$975K 0.85%
9,000
31
$967K 0.85%
11,000
-1,000
32
$946K 0.83%
13,000
-3,000
33
$883K 0.77%
4,000
-1,000
34
$870K 0.76%
11,000
35
$841K 0.73%
5,000
36
$825K 0.72%
6,000
-2,000
37
$793K 0.69%
13,000
-1,000
38
$777K 0.68%
4,000
39
$766K 0.67%
9,000
40
$691K 0.6%
+22,000
41
$645K 0.56%
17,000
-1,000
42
$645K 0.56%
3,000
+1,000
43
$641K 0.56%
4,000
44
$634K 0.55%
4,000
+1,000
45
$618K 0.54%
2,000
46
$613K 0.54%
29,000
-1,000
47
$610K 0.53%
3,000
48
$606K 0.53%
7,000
-1,000
49
$561K 0.49%
4,000
50
$545K 0.48%
8,000