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
$197M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$372K
3
+$347K
4
AVGO icon
Broadcom
AVGO
+$321K
5
PANW icon
Palo Alto Networks
PANW
+$288K

Top Sells

1
+$1.76M
2
+$1.18M
3
+$508K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$409K
5
AAPL icon
Apple
AAPL
+$345K

Sector Composition

1 Technology 25.35%
2 Consumer Discretionary 6.57%
3 Healthcare 3.84%
4 Energy 3.17%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1%
9,561
+400
27
$1.5M 0.76%
10,097
+1,834
28
$1.48M 0.75%
2,991
+121
29
$1.45M 0.74%
13,554
+227
30
$1.4M 0.71%
8,634
+1,248
31
$1.37M 0.7%
25,079
-958
32
$1.35M 0.69%
7,482
+708
33
$1.35M 0.69%
15,074
+1,139
34
$1.3M 0.66%
3,984
+115
35
$1.27M 0.64%
20,880
-915
36
$1.22M 0.62%
1,573
-69
37
$1.22M 0.62%
4,366
38
$1.19M 0.61%
3,258
-320
39
$1.15M 0.58%
2,892
-66
40
$1.13M 0.57%
14,602
+680
41
$1.11M 0.56%
11,033
42
$1.1M 0.56%
10,749
-127
43
$1.09M 0.56%
9,579
-74
44
$1.06M 0.54%
64,745
+9,475
45
$1.05M 0.53%
8,960
+5
46
$1.02M 0.52%
6,271
-378
47
$915K 0.46%
7,759
+423
48
$879K 0.45%
10,822
-227
49
$841K 0.43%
13,976
+593
50
$811K 0.41%
2,703
-10
1
2
3 4 5