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
$146M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$836K
2
+$764K
3
+$726K
4
AMZN icon
Amazon
AMZN
+$705K
5
SDG icon
iShares MSCI Global Sustainable Development Goals ETF
SDG
+$374K

Top Sells

1
+$579K
2
+$354K
3
+$349K
4
MRK icon
Merck
MRK
+$307K
5
HON icon
Honeywell
HON
+$304K

Sector Composition

1 Technology 19.97%
2 Consumer Discretionary 6.89%
3 Healthcare 3.73%
4 Communication Services 3.65%
5 Financials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$652K 0.45%
1,000
-39
52
$642K 0.44%
12,000
+4,127
53
$623K 0.43%
7,000
+4,202
54
$618K 0.42%
6,000
-345
55
$592K 0.41%
2,000
+320
56
$578K 0.4%
10,000
+22
57
$566K 0.39%
2,000
+152
58
$555K 0.38%
1,000
+90
59
$554K 0.38%
2,000
-177
60
$553K 0.38%
7,000
-438
61
$540K 0.37%
4,000
+680
62
$536K 0.37%
6,000
-268
63
$515K 0.35%
6,000
-2,502
64
$490K 0.34%
3,000
-130
65
$456K 0.31%
1,000
+556
66
$453K 0.31%
11,000
+1,283
67
$453K 0.31%
3,000
+98
68
$448K 0.31%
1,000
-396
69
$438K 0.3%
3,000
-121
70
$437K 0.3%
7,000
+1,405
71
$416K 0.29%
2,000
-476
72
$410K 0.28%
2,000
-455
73
$406K 0.28%
20,000
+17,100
74
$405K 0.28%
4,000
-2,962
75
$392K 0.27%
3,000
-929
1 2
3
4 5