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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$8.02M
3
+$6.38M
4
IAU icon
iShares Gold Trust
IAU
+$5.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 8.09%
3 Healthcare 4.24%
4 Industrials 3.7%
5 Financials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$622K 0.49%
+13,571
52
$562K 0.44%
+8,364
53
$554K 0.43%
+20,282
54
$553K 0.43%
+1,478
55
$549K 0.43%
+5,182
56
$546K 0.43%
+4,710
57
$507K 0.4%
+2,034
58
$496K 0.39%
+1,326
59
$467K 0.37%
+877
60
$463K 0.36%
+11,948
61
$451K 0.35%
+803
62
$450K 0.35%
+2,401
63
$436K 0.34%
+7,893
64
$434K 0.34%
+11,039
65
$433K 0.34%
+3,255
66
$431K 0.34%
+5,809
67
$431K 0.34%
+4,309
68
$425K 0.33%
+3,730
69
$411K 0.32%
+1,575
70
$407K 0.32%
+1,421
71
$405K 0.32%
+1,680
72
$402K 0.31%
+2,883
73
$401K 0.31%
+1,885
74
$400K 0.31%
+4,340
75
$398K 0.31%
+1,577
1 2
3
4 5