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
$140M
AUM Growth
-$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.45M
3
+$918K
4
CCL icon
Carnival Corp
CCL
+$763K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$753K

Top Sells

1
+$6.34M
2
+$931K
3
+$764K
4
AMZN icon
Amazon
AMZN
+$658K
5
NOW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$614K 0.44%
5,000
52
$613K 0.44%
3,000
+1,000
53
$582K 0.41%
6,000
54
$574K 0.41%
2,000
55
$553K 0.39%
6,000
-1,000
56
$520K 0.37%
3,000
57
$512K 0.36%
10,000
58
$495K 0.35%
+10,000
59
$470K 0.33%
6,000
60
$466K 0.33%
1,000
61
$463K 0.33%
12,000
+3,000
62
$445K 0.32%
2,000
63
$423K 0.3%
3,000
64
$419K 0.3%
2,000
65
$393K 0.28%
10,000
+2,000
66
$389K 0.28%
2,000
67
$384K 0.27%
8,000
-3,000
68
$383K 0.27%
1,000
69
$378K 0.27%
+6,285
70
$377K 0.27%
6,000
-1,000
71
$375K 0.27%
20,000
72
$370K 0.26%
10,000
73
$356K 0.25%
1,025
-1,025
74
$353K 0.25%
1,000
75
$340K 0.24%
7,000
1 2
3
4 5