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
$114M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$989K
3
+$691K
4
AMZN icon
Amazon
AMZN
+$519K
5
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$385K

Top Sells

1
+$763K
2
+$733K
3
+$728K
4
RIO icon
Rio Tinto
RIO
+$697K
5
MSFT icon
Microsoft
MSFT
+$554K

Sector Composition

1 Technology 16.65%
2 Consumer Discretionary 6.61%
3 Healthcare 4.95%
4 Financials 3.59%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$531K 0.46%
6,000
52
$529K 0.46%
7,000
+1,000
53
$514K 0.45%
10,000
54
$449K 0.39%
11,000
-4,000
55
$445K 0.39%
5,000
-1,000
56
$431K 0.38%
3,000
57
$414K 0.36%
6,000
+1,000
58
$402K 0.35%
4,000
-2,000
59
$387K 0.34%
7,000
+1,000
60
$387K 0.34%
3,000
61
$385K 0.34%
+2,000
62
$376K 0.33%
2,000
63
$364K 0.32%
13,000
+1,000
64
$350K 0.31%
2,000
65
$346K 0.3%
6,000
66
$345K 0.3%
3,000
67
$330K 0.29%
1,000
-25
68
$320K 0.28%
6,000
-1,000
69
$315K 0.28%
2,000
70
$313K 0.27%
1,000
71
$312K 0.27%
9,000
-1,000
72
$299K 0.26%
20,000
73
$298K 0.26%
2,000
74
$297K 0.26%
1,000
75
$290K 0.25%
6,000
1 2
3
4 5