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
$216M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.03M
3
+$1.02M
4
PLTR icon
Palantir
PLTR
+$898K
5
SHOP icon
Shopify
SHOP
+$854K

Top Sells

1
+$1.77M
2
+$1.07M
3
+$884K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$625K
5
BROS icon
Dutch Bros
BROS
+$532K

Sector Composition

1 Technology 27.6%
2 Consumer Discretionary 6.2%
3 Healthcare 3.59%
4 Financials 2.84%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$884K 0.41%
17,712
+358
52
$874K 0.41%
14,348
-10,262
53
$872K 0.4%
2,670
-4
54
$854K 0.4%
+10,654
55
$842K 0.39%
+9,888
56
$818K 0.38%
7,887
-2,716
57
$783K 0.36%
7,535
-5
58
$776K 0.36%
9,938
-259
59
$774K 0.36%
16,712
-9
60
$761K 0.35%
3,853
-489
61
$759K 0.35%
1,649
-3
62
$723K 0.34%
4,290
63
$697K 0.32%
1,826
-144
64
$693K 0.32%
8,875
-1,017
65
$662K 0.31%
1,723
-305
66
$601K 0.28%
+32,545
67
$594K 0.28%
3,968
-19
68
$591K 0.27%
3,563
+1
69
$578K 0.27%
3,564
-7
70
$552K 0.26%
617
71
$507K 0.23%
1,350
-53
72
$473K 0.22%
6,543
-14
73
$463K 0.21%
2,305
74
$459K 0.21%
+9,044
75
$456K 0.21%
3,410
-5
1 2
3
4 5