WMP

Wealth Management Partners Portfolio holdings

AUM $350M
1-Year Est. Return 39.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.05M
3
+$596K
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$552K
5
AVMC icon
Avantis US Mid Cap Equity ETF
AVMC
+$466K

Top Sells

1
+$2.62M
2
+$2.32M
3
+$1.51M
4
NVDA icon
NVIDIA
NVDA
+$1.13M
5
RIO icon
Rio Tinto
RIO
+$1.06M

Sector Composition

1 Technology 29%
2 Consumer Discretionary 5.76%
3 Financials 2.96%
4 Industrials 2.65%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.43%
10,868
-2
52
$1.37M 0.43%
8,301
-23
53
$1.3M 0.41%
19,888
-1,098
54
$1.27M 0.4%
5,926
+499
55
$1.24M 0.4%
8,737
-124
56
$1.24M 0.39%
6,639
57
$1.22M 0.39%
13,335
-148
58
$1.16M 0.37%
9,192
+49
59
$1.13M 0.36%
37,998
+21,603
60
$1.09M 0.35%
18,896
+523
61
$1.05M 0.33%
18,308
+3,468
62
$1.03M 0.33%
2,156
+60
63
$1.03M 0.33%
9,338
-105
64
$1M 0.32%
21,076
+335
65
$1M 0.32%
2,641
-7
66
$968K 0.31%
4,180
-29
67
$962K 0.31%
11,013
+1,608
68
$937K 0.3%
2,096
-25
69
$934K 0.3%
1,173
-10
70
$930K 0.3%
1,219
+32
71
$896K 0.28%
17,635
+1,185
72
$854K 0.27%
4,081
+151
73
$849K 0.27%
3,494
-103
74
$824K 0.26%
33,338
+16,933
75
$820K 0.26%
1,632
-5
1 2
3
4 5