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
$143M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$986K
3
+$712K
4
SHOP icon
Shopify
SHOP
+$579K
5
CCL icon
Carnival Corp
CCL
+$491K

Top Sells

1
+$478K
2
+$287K
3
+$279K
4
NVDA icon
NVIDIA
NVDA
+$252K
5
BA icon
Boeing
BA
+$231K

Sector Composition

1 Technology 19.53%
2 Consumer Discretionary 7.43%
3 Healthcare 4.68%
4 Energy 4.38%
5 Financials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.82%
6,020
+1,020
27
$1.15M 0.81%
2,443
+443
28
$1.14M 0.79%
12,129
+129
29
$1.07M 0.75%
21,325
+1,325
30
$1.06M 0.74%
3,190
+190
31
$986K 0.69%
+14,376
32
$984K 0.69%
4,365
+365
33
$958K 0.67%
10,523
-477
34
$950K 0.66%
11,075
+1,075
35
$929K 0.65%
13,111
+111
36
$895K 0.63%
5,618
+618
37
$838K 0.59%
6,068
+68
38
$830K 0.58%
10,749
-251
39
$820K 0.57%
10,516
-484
40
$819K 0.57%
9,232
+232
41
$769K 0.54%
11,496
-504
42
$759K 0.53%
3,318
+318
43
$743K 0.52%
23,480
+480
44
$742K 0.52%
4,789
-1,211
45
$737K 0.52%
4,777
+777
46
$734K 0.51%
5,979
+3,979
47
$693K 0.48%
15,835
-1,165
48
$657K 0.46%
8,844
+4,844
49
$645K 0.45%
2,739
-261
50
$604K 0.42%
15,540
-460
1
2
3 4 5