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
$120M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$799K
2 +$383K
3 +$370K
4
DVN icon
Devon Energy
DVN
+$260K
5
MSFT icon
Microsoft
MSFT
+$237K

Top Sells

1 +$265K
2 +$260K
3 +$251K
4
VZ icon
Verizon
VZ
+$236K
5
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$232K

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 6.15%
3 Healthcare 5.4%
4 Financials 3.99%
5 Energy 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.07M 0.89%
2,000
27
$1.03M 0.86%
6,000
28
$980K 0.82%
20,000
29
$944K 0.79%
10,000
30
$939K 0.78%
5,000
31
$925K 0.77%
5,000
+2,000
32
$898K 0.75%
4,000
33
$892K 0.74%
13,000
-2,000
34
$883K 0.74%
7,000
35
$881K 0.74%
11,000
36
$852K 0.71%
6,000
37
$830K 0.69%
11,000
38
$798K 0.67%
17,000
+1,000
39
$795K 0.66%
3,000
-1,000
40
$760K 0.63%
11,000
-1,000
41
$757K 0.63%
12,000
-1,000
42
$751K 0.63%
5,000
43
$742K 0.62%
9,000
44
$645K 0.54%
23,000
45
$629K 0.52%
16,000
-6,000
46
$610K 0.51%
3,000
47
$593K 0.49%
2,000
48
$588K 0.49%
8,000
49
$585K 0.49%
6,000
50
$579K 0.48%
4,000