WMP
Wealth Management Partners Portfolio holdings
AUM
$283M
This Quarter Return
-4.14%
1 Year Return
+27.87%
3 Year Return
+127.46%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-3.7%)
Cap. Flow
-$515K
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
47.49%
Holding
122
New
15
Increased
19
Reduced
16
Closed
12
Top Buys
| 1 |
Invesco S&P 500 Revenue ETF
RWL
|
$2.17M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.45M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$918K |
| 4 |
Carnival Corp
CCL
|
$763K |
| 5 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$753K |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$6.34M |
| 2 |
ARK Web x.0 ETF
ARKW
|
$931K |
| 3 |
Dutch Bros
BROS
|
$764K |
| 4 |
Amazon
AMZN
|
$658K |
| 5 |
ServiceNow
NOW
|
$652K |
Sector Composition
| 1 | Technology | 19.48% |
| 2 | Consumer Discretionary | 7.19% |
| 3 | Healthcare | 4.27% |
| 4 | Industrials | 4% |
| 5 | Financials | 3.74% |
