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
$159M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$404K
3
+$301K
4
GS icon
Goldman Sachs
GS
+$254K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$249K

Top Sells

1
+$1.17M
2
+$471K
3
+$277K
4
ALK icon
Alaska Air
ALK
+$252K
5
EW icon
Edwards Lifesciences
EW
+$250K

Sector Composition

1 Technology 22.5%
2 Consumer Discretionary 8.05%
3 Healthcare 4.11%
4 Financials 4.02%
5 Energy 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.73%
22,280
+955
27
$1.15M 0.73%
6,440
+420
28
$1.12M 0.7%
11,780
-349
29
$1.12M 0.7%
3,913
-1,649
30
$1.11M 0.69%
7,646
+1,667
31
$1.04M 0.65%
4,365
32
$1.03M 0.65%
2,992
-198
33
$1.01M 0.64%
5,756
+979
34
$1M 0.63%
13,311
+200
35
$992K 0.62%
15,541
+1,165
36
$963K 0.61%
11,339
+264
37
$956K 0.6%
9,894
-629
38
$952K 0.6%
3,868
+550
39
$947K 0.6%
6,667
+599
40
$931K 0.59%
49,420
+1,050
41
$876K 0.55%
8,972
-260
42
$874K 0.55%
10,384
-132
43
$841K 0.53%
13,016
+939
44
$793K 0.5%
4,790
+1
45
$791K 0.5%
10,655
-94
46
$760K 0.48%
1,620
47
$748K 0.47%
5,551
-67
48
$741K 0.47%
10,974
-522
49
$697K 0.44%
2,739
50
$678K 0.43%
15,835
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