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
$197M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$372K
3
+$347K
4
AVGO icon
Broadcom
AVGO
+$321K
5
PANW icon
Palo Alto Networks
PANW
+$288K

Top Sells

1
+$1.76M
2
+$1.18M
3
+$508K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$409K
5
AAPL icon
Apple
AAPL
+$345K

Sector Composition

1 Technology 25.35%
2 Consumer Discretionary 6.57%
3 Healthcare 3.84%
4 Energy 3.17%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$803K 0.41%
17,075
+2,100
52
$801K 0.41%
16,217
+309
53
$790K 0.4%
4,341
-364
54
$776K 0.39%
9,724
-1,378
55
$764K 0.39%
+4,480
56
$755K 0.38%
10,177
-104
57
$717K 0.36%
7,495
-38
58
$705K 0.36%
1,677
+3
59
$702K 0.36%
2,020
-155
60
$683K 0.35%
1,984
-105
61
$648K 0.33%
4,890
+2,420
62
$628K 0.32%
754
-36
63
$627K 0.32%
3,961
-336
64
$620K 0.31%
18,790
+756
65
$580K 0.29%
4,084
+2,028
66
$559K 0.28%
12,875
+80
67
$557K 0.28%
9,635
-185
68
$555K 0.28%
11,594
+2,800
69
$492K 0.25%
4,817
-710
70
$490K 0.25%
11,669
-1,009
71
$489K 0.25%
2,677
72
$477K 0.24%
3,162
-43
73
$456K 0.23%
1,354
-148
74
$451K 0.23%
6,156
-20
75
$445K 0.23%
3,538
-1,452
1 2
3
4 5