WMP
Wealth Management Partners Portfolio holdings
AUM
$283M
This Quarter Return
-3.92%
1 Year Return
+27.87%
3 Year Return
+127.46%
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(-0.3%)
Cap. Flow
+$7.07M
Cap. Flow
% of AUM
6.21%
Top 10 Holdings %
Top 10 Hldgs %
47.13%
Holding
97
New
5
Increased
28
Reduced
10
Closed
5
Top Buys
| 1 |
Tesla
TSLA
|
$1.53M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.36M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.31M |
| 4 |
iShares US Oil & Gas Exploration & Production ETF
IEO
|
$908K |
| 5 |
Microsoft
MSFT
|
$473K |
Top Sells
| 1 |
Pacer Trendpilot US Bond ETF
PTBD
|
$613K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$344K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$320K |
| 4 |
Sherwin-Williams
SHW
|
$236K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$230K |
Sector Composition
| 1 | Technology | 16.08% |
| 2 | Consumer Discretionary | 7.64% |
| 3 | Healthcare | 5.24% |
| 4 | Financials | 3.79% |
| 5 | Energy | 3.33% |
