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
$206M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$843K
2
+$674K
3
+$610K
4
META icon
Meta Platforms (Facebook)
META
+$564K
5
WFC icon
Wells Fargo
WFC
+$420K

Top Sells

1
+$1.3M
2
+$1.13M
3
+$1.06M
4
NVDA icon
NVIDIA
NVDA
+$645K
5
BLK icon
Blackrock
BLK
+$628K

Sector Composition

1 Technology 28.89%
2 Consumer Discretionary 5.61%
3 Energy 3.08%
4 Healthcare 3.02%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 1.01%
8,043
+132
27
$1.63M 0.79%
10,140
+5,250
28
$1.58M 0.77%
11,525
+1,428
29
$1.57M 0.76%
9,659
+2,177
30
$1.5M 0.73%
2,955
-36
31
$1.4M 0.68%
14,106
+552
32
$1.39M 0.68%
10,603
+2,844
33
$1.37M 0.66%
8,062
+3,978
34
$1.36M 0.66%
15,042
-32
35
$1.36M 0.66%
24,610
-469
36
$1.32M 0.64%
1,458
-115
37
$1.22M 0.59%
20,894
+14
38
$1.2M 0.59%
3,614
+356
39
$1.18M 0.57%
11,358
+325
40
$1.13M 0.55%
8,870
-90
41
$1.12M 0.55%
2,866
-26
42
$1.12M 0.54%
4,267
-99
43
$1.03M 0.5%
9,321
-258
44
$1.01M 0.49%
6,268
-3
45
$1M 0.49%
10,310
-439
46
$993K 0.48%
14,660
+684
47
$925K 0.45%
1,834
+1,119
48
$884K 0.43%
6,544
-2,090
49
$865K 0.42%
1,945
+1,371
50
$843K 0.41%
17,354
+279
1
2
3 4 5