WMP

Wealth Management Partners Portfolio holdings

AUM $315M
1-Year Est. Return 37.12%
This Quarter Est. Return
1 Year Est. Return
+37.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$678K
3
+$629K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$522K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$500K

Top Sells

1
+$1.5M
2
+$989K
3
+$913K
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$526K
5
MSFT icon
Microsoft
MSFT
+$372K

Sector Composition

1 Technology 25.56%
2 Consumer Discretionary 6.68%
3 Financials 3.54%
4 Healthcare 3.11%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.47%
2,040
-19
52
$1.01M 0.47%
13,611
-1,277
53
$994K 0.46%
10,279
-305
54
$933K 0.43%
9,571
-283
55
$891K 0.41%
4,255
-32
56
$873K 0.4%
1,639
-12
57
$848K 0.39%
2,940
-630
58
$843K 0.39%
2,655
-9
59
$829K 0.38%
11,485
+8,705
60
$782K 0.36%
8,994
+328
61
$759K 0.35%
2,046
+16
62
$739K 0.34%
9,763
-180
63
$715K 0.33%
+11,981
64
$680K 0.32%
6,184
+166
65
$678K 0.31%
+3,855
66
$659K 0.31%
17,410
-1,874
67
$624K 0.29%
1,143
+18
68
$602K 0.28%
8,025
-196
69
$602K 0.28%
3,930
-8
70
$571K 0.26%
1,636
71
$569K 0.26%
4,295
-13
72
$565K 0.26%
3,652
-23
73
$558K 0.26%
2,305
74
$546K 0.25%
27,975
-1,520
75
$541K 0.25%
8,485
+92
1 2
3
4 5