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
$232M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$989K
3
+$913K
4
TSLA icon
Tesla
TSLA
+$857K
5
AMZN icon
Amazon
AMZN
+$616K

Top Sells

1
+$541K
2
+$486K
3
+$436K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$281K
5
XOM icon
Exxon Mobil
XOM
+$265K

Sector Composition

1 Technology 28.88%
2 Consumer Discretionary 7.83%
3 Financials 2.95%
4 Healthcare 2.93%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.46%
9,854
-206
52
$1.07M 0.46%
14,888
+1,701
53
$1.04M 0.45%
1,347
+34
54
$1.03M 0.45%
3,570
-720
55
$989K 0.43%
+16,812
56
$982K 0.42%
8,877
+1,342
57
$913K 0.39%
+1,318
58
$890K 0.38%
2,664
-6
59
$833K 0.36%
2,030
+307
60
$766K 0.33%
16,813
+101
61
$762K 0.33%
4,287
+434
62
$759K 0.33%
6,018
-3,461
63
$748K 0.32%
1,651
+2
64
$735K 0.32%
29,495
-3,050
65
$734K 0.32%
19,284
+1,572
66
$729K 0.31%
8,666
+779
67
$699K 0.3%
9,943
+5
68
$696K 0.3%
3,675
+112
69
$644K 0.28%
1,125
+223
70
$634K 0.27%
598
-19
71
$629K 0.27%
8,221
-654
72
$575K 0.25%
8,393
+1,850
73
$572K 0.25%
3,938
-30
74
$556K 0.24%
1,636
-190
75
$541K 0.23%
1,346
-4
1 2
3
4 5