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
$143M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$986K
3
+$712K
4
SHOP icon
Shopify
SHOP
+$579K
5
CCL icon
Carnival Corp
CCL
+$491K

Top Sells

1
+$478K
2
+$287K
3
+$279K
4
NVDA icon
NVIDIA
NVDA
+$252K
5
BA icon
Boeing
BA
+$231K

Sector Composition

1 Technology 19.53%
2 Consumer Discretionary 7.43%
3 Healthcare 4.68%
4 Energy 4.38%
5 Financials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$593K 0.41%
5,924
-76
52
$593K 0.41%
4,099
+99
53
$580K 0.41%
3,502
+502
54
$579K 0.4%
+12,077
55
$579K 0.4%
5,779
-221
56
$574K 0.4%
5,131
-869
57
$556K 0.39%
1,620
-380
58
$540K 0.38%
7,598
-402
59
$537K 0.37%
2,151
+151
60
$507K 0.35%
6,680
-320
61
$501K 0.35%
748
-252
62
$491K 0.34%
+48,370
63
$471K 0.33%
2,097
+97
64
$470K 0.33%
9,573
+573
65
$462K 0.32%
8,470
+470
66
$457K 0.32%
9,026
+5,026
67
$455K 0.32%
13,038
+38
68
$423K 0.3%
2,842
-158
69
$413K 0.29%
9,298
+1,298
70
$401K 0.28%
+11,212
71
$396K 0.28%
3,472
-528
72
$395K 0.28%
+9,138
73
$394K 0.28%
+4,015
74
$383K 0.27%
1,567
-433
75
$373K 0.26%
2,814
-186
1 2
3
4 5