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
$232M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$989K
3
+$913K
4
TSLA icon
Tesla
TSLA
+$857K
5
AMZN icon
Amazon
AMZN
+$616K

Top Sells

1
+$541K
2
+$486K
3
+$436K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$281K
5
XOM icon
Exxon Mobil
XOM
+$265K

Sector Composition

1 Technology 28.88%
2 Consumer Discretionary 7.83%
3 Financials 2.95%
4 Healthcare 2.93%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.98%
9,747
+244
27
$1.94M 0.84%
13,402
-337
28
$1.9M 0.82%
25,130
+980
29
$1.74M 0.75%
97,383
+9,000
30
$1.64M 0.71%
10,086
+359
31
$1.63M 0.7%
15,052
+5,164
32
$1.59M 0.69%
8,731
+457
33
$1.5M 0.65%
+7,599
34
$1.5M 0.65%
15,468
+166
35
$1.46M 0.63%
16,313
+2,258
36
$1.41M 0.61%
2,778
-121
37
$1.4M 0.6%
15,506
+846
38
$1.36M 0.58%
2,315
+381
39
$1.35M 0.58%
4,268
+1
40
$1.33M 0.57%
21,270
+341
41
$1.25M 0.54%
10,342
+579
42
$1.25M 0.54%
16,146
+1,798
43
$1.2M 0.52%
8,594
+1
44
$1.19M 0.51%
10,805
-2
45
$1.18M 0.51%
2,777
+12
46
$1.14M 0.49%
9,022
-139
47
$1.13M 0.49%
10,584
-70
48
$1.12M 0.48%
6,589
+321
49
$1.09M 0.47%
3,007
-382
50
$1.07M 0.46%
2,059
+80
1
2
3 4 5