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
$134M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.44M
3
+$1.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.16M
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$1.15M

Top Sells

1
+$1.8M
2
+$871K
3
+$793K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$603K
5
PROF
Profound Medical
PROF
+$554K

Sector Composition

1 Technology 17.26%
2 Consumer Discretionary 5.77%
3 Industrials 4.46%
4 Communication Services 3.95%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$744K 0.56%
3,615
+547
52
$741K 0.55%
2,066
-25
53
$707K 0.53%
1,933
-63
54
$706K 0.53%
2,903
55
$612K 0.46%
+12,579
56
$549K 0.41%
8,288
+395
57
$539K 0.4%
2,341
-60
58
$525K 0.39%
10,450
-589
59
$499K 0.37%
913
+110
60
$499K 0.37%
990
+113
61
$498K 0.37%
1,541
+215
62
$494K 0.37%
3,730
63
$491K 0.37%
6,598
+789
64
$489K 0.36%
1,940
-94
65
$488K 0.36%
6,740
+501
66
$484K 0.36%
6,311
-2,053
67
$478K 0.36%
1,563
+85
68
$445K 0.33%
3,255
69
$434K 0.32%
3,015
+141
70
$423K 0.32%
5,040
+3,360
71
$401K 0.3%
2,601
-282
72
$377K 0.28%
4,864
-249
73
$373K 0.28%
1,396
-179
74
$371K 0.28%
3,463
-251
75
$366K 0.27%
1,539
-38
1 2
3
4 5