WMP

Wealth Management Partners Portfolio holdings

AUM $350M
1-Year Est. Return 39.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.05M
3
+$596K
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$552K
5
AVMC icon
Avantis US Mid Cap Equity ETF
AVMC
+$466K

Top Sells

1
+$2.62M
2
+$2.32M
3
+$1.51M
4
NVDA icon
NVIDIA
NVDA
+$1.13M
5
RIO icon
Rio Tinto
RIO
+$1.06M

Sector Composition

1 Technology 29%
2 Consumer Discretionary 5.76%
3 Financials 2.96%
4 Industrials 2.65%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.89%
3,034
-76
27
$2.71M 0.86%
39,566
+4,128
28
$2.66M 0.85%
27,996
-1,015
29
$2.57M 0.82%
6,350
-278
30
$2.55M 0.81%
16,933
+2,251
31
$2.35M 0.75%
11,459
+141
32
$2.24M 0.71%
14,408
-194
33
$2.19M 0.69%
+47,730
34
$1.97M 0.63%
8,316
+634
35
$1.9M 0.6%
9,343
+92
36
$1.86M 0.59%
4,008
+186
37
$1.81M 0.57%
16,216
+52
38
$1.78M 0.57%
11,031
+206
39
$1.67M 0.53%
16,165
+163
40
$1.64M 0.52%
2,236
-238
41
$1.62M 0.52%
9,688
+195
42
$1.59M 0.51%
21,230
-395
43
$1.56M 0.49%
14,322
+62
44
$1.54M 0.49%
74,570
-1,042
45
$1.52M 0.48%
3,191
-278
46
$1.5M 0.48%
10,115
-182
47
$1.5M 0.48%
34,801
+6,836
48
$1.48M 0.47%
15,933
+52
49
$1.44M 0.46%
12,890
+7,605
50
$1.43M 0.45%
4,179
+1
1
2
3 4 5