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
$206M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$843K
2
+$674K
3
+$610K
4
META icon
Meta Platforms (Facebook)
META
+$564K
5
WFC icon
Wells Fargo
WFC
+$420K

Top Sells

1
+$1.3M
2
+$1.13M
3
+$1.06M
4
NVDA icon
NVIDIA
NVDA
+$645K
5
BLK icon
Blackrock
BLK
+$628K

Sector Composition

1 Technology 28.89%
2 Consumer Discretionary 5.61%
3 Energy 3.08%
4 Healthcare 3.02%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$825K 0.4%
2,674
-29
52
$803K 0.39%
16,721
+504
53
$758K 0.37%
2,028
+44
54
$745K 0.36%
4,342
+1
55
$741K 0.36%
10,197
+20
56
$713K 0.35%
7,540
+45
57
$706K 0.34%
9,892
-930
58
$672K 0.33%
1,652
-25
59
$649K 0.32%
3,562
+400
60
$591K 0.29%
4,290
-190
61
$588K 0.29%
1,970
-50
62
$532K 0.26%
12,859
-5,931
63
$526K 0.26%
3,987
+1,401
64
$522K 0.25%
3,571
-390
65
$511K 0.25%
1,403
+49
66
$488K 0.24%
2,672
-5
67
$485K 0.24%
617
+36
68
$448K 0.22%
2,305
69
$448K 0.22%
6,557
+401
70
$438K 0.21%
2,055
71
$420K 0.2%
+7,073
72
$419K 0.2%
637
+29
73
$408K 0.2%
902
-10
74
$408K 0.2%
3,415
-123
75
$407K 0.2%
2,467
-9
1 2
3
4 5