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
$144M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$737K
3
+$706K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$650K
5
PARA
Paramount Global Class B
PARA
+$611K

Top Sells

1
+$1.89M
2
+$1.11M
3
+$916K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$337K
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$323K

Sector Composition

1 Technology 17.68%
2 Consumer Discretionary 5.49%
3 Communication Services 4.24%
4 Financials 4.18%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$737K 0.51%
2,878
-25
52
$714K 0.5%
5,838
+205
53
$710K 0.49%
13,757
+1,178
54
$660K 0.46%
3,032
+691
55
$658K 0.46%
12,391
-82
56
$630K 0.44%
7,548
+950
57
$611K 0.43%
+13,525
58
$588K 0.41%
3,904
+889
59
$586K 0.41%
+4,493
60
$581K 0.4%
1,057
+67
61
$519K 0.36%
6,409
+98
62
$508K 0.35%
1,749
+186
63
$506K 0.35%
1,865
-75
64
$500K 0.35%
2,177
+292
65
$497K 0.35%
5,766
-3,746
66
$490K 0.34%
928
+15
67
$481K 0.34%
11,123
+673
68
$465K 0.32%
8,282
-6
69
$458K 0.32%
1,680
-3,360
70
$439K 0.31%
3,255
71
$417K 0.29%
1,077
-464
72
$413K 0.29%
2,601
73
$410K 0.29%
6,793
+53
74
$400K 0.28%
1,396
75
$393K 0.27%
3,791
+225
1 2
3
4 5