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
$179M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$332K
3
+$277K
4
AVGO icon
Broadcom
AVGO
+$276K
5
AXP icon
American Express
AXP
+$228K

Top Sells

1
+$416K
2
+$262K
3
+$235K
4
APA icon
APA Corp
APA
+$232K
5
BABA icon
Alibaba
BABA
+$224K

Sector Composition

1 Technology 22.66%
2 Consumer Discretionary 7.5%
3 Healthcare 3.79%
4 Financials 3.14%
5 Energy 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$729K 0.41%
4,705
-659
52
$723K 0.4%
10,281
-590
53
$703K 0.39%
13,383
+57
54
$702K 0.39%
15,908
+113
55
$678K 0.38%
2,175
56
$674K 0.38%
4,297
-493
57
$649K 0.36%
2,089
+19
58
$643K 0.36%
7,533
+286
59
$642K 0.36%
790
-104
60
$637K 0.36%
14,975
+629
61
$626K 0.35%
7,336
-38
62
$597K 0.33%
1,674
-79
63
$571K 0.32%
18,034
-5,618
64
$571K 0.32%
4,990
-580
65
$540K 0.3%
9,820
+195
66
$535K 0.3%
12,795
-426
67
$504K 0.28%
5,527
+301
68
$478K 0.27%
12,678
-995
69
$456K 0.25%
2,677
70
$455K 0.25%
1,502
71
$448K 0.25%
3,205
72
$417K 0.23%
6,176
-799
73
$398K 0.22%
9,188
-2,535
74
$390K 0.22%
2,664
-178
75
$380K 0.21%
2,305
-20
1 2
3
4 5