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
-$339K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$908K
3 +$473K
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$415K
5
JNJ icon
Johnson & Johnson
JNJ
+$315K

Top Sells

1 +$1.99M
2 +$613K
3 +$606K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$344K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$320K

Sector Composition

1 Technology 16.08%
2 Consumer Discretionary 7.64%
3 Healthcare 5.24%
4 Financials 3.79%
5 Energy 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$999K 0.88%
7,000
27
$956K 0.84%
3,000
28
$944K 0.83%
6,000
+2,000
29
$934K 0.82%
15,000
30
$919K 0.81%
20,000
-5,000
31
$908K 0.8%
+10,000
32
$872K 0.77%
11,000
33
$840K 0.74%
12,000
-1,000
34
$833K 0.73%
5,000
35
$813K 0.71%
4,000
36
$803K 0.71%
11,000
37
$793K 0.7%
22,000
38
$764K 0.67%
6,000
39
$739K 0.65%
3,000
+1,000
40
$738K 0.65%
4,000
41
$734K 0.65%
9,000
42
$715K 0.63%
16,000
-1,000
43
$712K 0.63%
13,000
44
$710K 0.62%
23,000
+1,000
45
$631K 0.55%
5,000
+1,000
46
$622K 0.55%
4,000
+1,000
47
$586K 0.52%
3,000
48
$586K 0.52%
2,000
49
$586K 0.52%
7,000
+1,000
50
$554K 0.49%
6,000