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
$120M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$383K
3
+$370K
4
DVN icon
Devon Energy
DVN
+$260K
5
MSFT icon
Microsoft
MSFT
+$237K

Top Sells

1
+$265K
2
+$260K
3
+$251K
4
VZ icon
Verizon
VZ
+$236K
5
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$232K

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 6.15%
3 Healthcare 5.4%
4 Financials 3.99%
5 Energy 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.45%
4,000
52
$513K 0.43%
2,000
53
$486K 0.41%
9,000
-1,000
54
$481K 0.4%
6,000
55
$478K 0.4%
6,000
56
$464K 0.39%
7,000
57
$461K 0.38%
8,000
-1,000
58
$457K 0.38%
3,000
+1,000
59
$456K 0.38%
6,000
-1,000
60
$449K 0.37%
2,000
61
$436K 0.36%
3,000
62
$436K 0.36%
13,000
-1,000
63
$425K 0.35%
1,000
64
$418K 0.35%
9,000
65
$412K 0.34%
10,000
66
$393K 0.33%
4,000
-1,000
67
$393K 0.33%
4,000
68
$338K 0.28%
3,000
69
$336K 0.28%
2,000
70
$335K 0.28%
2,000
71
$325K 0.27%
3,000
72
$323K 0.27%
1,000
73
$322K 0.27%
2,000
74
$310K 0.26%
2,000
75
$305K 0.25%
10,000
1 2
3
4 5