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
$216M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.03M
3
+$1.02M
4
PLTR icon
Palantir
PLTR
+$898K
5
SHOP icon
Shopify
SHOP
+$854K

Top Sells

1
+$1.77M
2
+$1.07M
3
+$884K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$625K
5
BROS icon
Dutch Bros
BROS
+$532K

Sector Composition

1 Technology 27.6%
2 Consumer Discretionary 6.2%
3 Healthcare 3.59%
4 Financials 2.84%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.94%
13,739
-308
27
$1.97M 0.91%
9,727
+69
28
$1.94M 0.9%
88,383
+46,383
29
$1.7M 0.79%
2,899
-56
30
$1.64M 0.76%
9,503
-637
31
$1.6M 0.74%
9,763
+104
32
$1.46M 0.68%
15,302
+260
33
$1.41M 0.66%
8,274
+212
34
$1.33M 0.61%
3,389
-225
35
$1.3M 0.6%
20,929
+35
36
$1.29M 0.6%
9,479
-2,046
37
$1.29M 0.6%
14,055
-51
38
$1.18M 0.55%
14,660
39
$1.18M 0.55%
10,807
-551
40
$1.17M 0.54%
4,267
41
$1.17M 0.54%
2,765
-101
42
$1.16M 0.54%
1,313
-145
43
$1.13M 0.53%
8,593
-277
44
$1.11M 0.51%
1,934
+100
45
$1.09M 0.51%
6,268
46
$1.08M 0.5%
10,060
-250
47
$1.07M 0.5%
9,161
-160
48
$1.03M 0.48%
+13,187
49
$972K 0.45%
1,979
+34
50
$898K 0.42%
+24,150
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