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
$179M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$332K
3
+$277K
4
AVGO icon
Broadcom
AVGO
+$276K
5
AXP icon
American Express
AXP
+$228K

Top Sells

1
+$416K
2
+$262K
3
+$235K
4
APA icon
APA Corp
APA
+$232K
5
BABA icon
Alibaba
BABA
+$224K

Sector Composition

1 Technology 22.66%
2 Consumer Discretionary 7.5%
3 Healthcare 3.79%
4 Financials 3.14%
5 Energy 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.84%
2,870
+10
27
$1.5M 0.84%
+26,037
28
$1.48M 0.83%
9,161
+129
29
$1.47M 0.82%
7,386
+184
30
$1.3M 0.72%
8,263
+733
31
$1.24M 0.69%
13,327
+1,462
32
$1.21M 0.67%
21,795
-295
33
$1.18M 0.66%
15,912
34
$1.14M 0.63%
4,366
35
$1.14M 0.63%
13,935
-595
36
$1.12M 0.63%
10,876
-105
37
$1.11M 0.62%
2,958
38
$1.08M 0.6%
13,922
+126
39
$1.06M 0.59%
3,578
+560
40
$1.02M 0.57%
55,270
+3,211
41
$1.01M 0.56%
9,653
-162
42
$1M 0.56%
11,033
43
$999K 0.56%
6,774
+876
44
$994K 0.55%
6,649
-18
45
$957K 0.53%
1,642
+22
46
$932K 0.52%
8,955
-23
47
$877K 0.49%
11,102
+401
48
$808K 0.45%
11,049
+744
49
$743K 0.41%
2,713
-1
50
$737K 0.41%
3,869
-800
1
2
3 4 5