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
$135M
AUM Growth
-$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$779K
3
+$334K
4
WYNN icon
Wynn Resorts
WYNN
+$226K
5
LULU icon
lululemon athletica
LULU
+$216K

Top Sells

1
+$2.51M
2
+$2.45M
3
+$877K
4
GXDW
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
+$710K
5
PARA
Paramount Global Class B
PARA
+$611K

Sector Composition

1 Technology 18.61%
2 Consumer Discretionary 6.23%
3 Financials 4.15%
4 Communication Services 3.94%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$630K 0.47%
3,282
+250
52
$604K 0.45%
4,032
+128
53
$581K 0.43%
7,438
+1,672
54
$555K 0.41%
910
-18
55
$538K 0.4%
6,345
-1,203
56
$527K 0.39%
1,742
+402
57
$517K 0.38%
6,268
-141
58
$506K 0.37%
1,848
-17
59
$503K 0.37%
2,177
60
$500K 0.37%
9,717
-2,674
61
$470K 0.35%
1,680
62
$464K 0.34%
9,156
-9,967
63
$461K 0.34%
7,873
+1,080
64
$445K 0.33%
3,929
+138
65
$441K 0.33%
8,282
66
$429K 0.32%
9,978
+1
67
$406K 0.3%
2,902
-353
68
$405K 0.3%
1,396
69
$392K 0.29%
9,194
-1,929
70
$389K 0.29%
3,121
-1,372
71
$388K 0.29%
2,900
+100
72
$388K 0.29%
2,476
-125
73
$373K 0.28%
444
+61
74
$369K 0.27%
1,677
+125
75
$369K 0.27%
1,539
1 2
3
4 5