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
$159M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$404K
3
+$301K
4
GS icon
Goldman Sachs
GS
+$254K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$249K

Top Sells

1
+$1.17M
2
+$471K
3
+$277K
4
ALK icon
Alaska Air
ALK
+$252K
5
EW icon
Edwards Lifesciences
EW
+$250K

Sector Composition

1 Technology 22.5%
2 Consumer Discretionary 8.05%
3 Healthcare 4.11%
4 Financials 4.02%
5 Energy 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$668K 0.42%
23,480
52
$668K 0.42%
9,662
+818
53
$609K 0.38%
2,151
54
$602K 0.38%
11,490
+1,917
55
$594K 0.37%
5,215
+1,200
56
$591K 0.37%
5,570
-354
57
$575K 0.36%
3,844
-255
58
$575K 0.36%
831
+83
59
$542K 0.34%
7,267
-331
60
$504K 0.32%
1,898
-199
61
$502K 0.32%
4,756
-375
62
$502K 0.32%
3,805
+303
63
$498K 0.31%
13,403
-2,137
64
$480K 0.3%
10,106
-2,932
65
$468K 0.29%
9,682
+656
66
$467K 0.29%
8,438
-32
67
$443K 0.28%
6,643
-37
68
$443K 0.28%
10,091
+793
69
$437K 0.27%
11,373
+2,235
70
$434K 0.27%
10,844
+2,282
71
$431K 0.27%
2,842
72
$431K 0.27%
2,652
+446
73
$424K 0.27%
12,530
+1,318
74
$422K 0.27%
6,693
+2,308
75
$416K 0.26%
1,512
-55
1 2
3
4 5