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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$8.02M
3
+$6.38M
4
IAU icon
iShares Gold Trust
IAU
+$5.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 8.09%
3 Healthcare 4.24%
4 Industrials 3.7%
5 Financials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.29%
+2,874
77
$374K 0.29%
+10,012
78
$368K 0.29%
+3,211
79
$362K 0.28%
+1,798
80
$359K 0.28%
+4,190
81
$357K 0.28%
+3,714
82
$356K 0.28%
+15,860
83
$346K 0.27%
+9,350
84
$344K 0.27%
+5,113
85
$340K 0.27%
+6,912
86
$327K 0.26%
+4,276
87
$323K 0.25%
+6,239
88
$309K 0.24%
+3,566
89
$304K 0.24%
+3,750
90
$298K 0.23%
+2,737
91
$296K 0.23%
+12,200
92
$296K 0.23%
+2,700
93
$296K 0.23%
+9,610
94
$283K 0.22%
+2,008
95
$279K 0.22%
+1,382
96
$272K 0.21%
+5,280
97
$269K 0.21%
+956
98
$267K 0.21%
+2,800
99
$262K 0.21%
+3,200
100
$261K 0.2%
+361
1 2 3
4
5