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
$134M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.44M
3
+$1.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.16M
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$1.15M

Top Sells

1
+$1.8M
2
+$871K
3
+$793K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$603K
5
PROF
Profound Medical
PROF
+$554K

Sector Composition

1 Technology 17.26%
2 Consumer Discretionary 5.77%
3 Industrials 4.46%
4 Communication Services 3.95%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$363K 0.27%
1,663
-135
77
$358K 0.27%
9,975
-37
78
$350K 0.26%
2,911
-300
79
$349K 0.26%
1,382
80
$346K 0.26%
3,289
+552
81
$344K 0.26%
1,885
82
$336K 0.25%
1,434
+478
83
$336K 0.25%
7,212
+300
84
$313K 0.23%
2,690
-10
85
$313K 0.23%
2,800
86
$311K 0.23%
4,277
+1
87
$301K 0.22%
1,691
+270
88
$300K 0.22%
3,566
89
$300K 0.22%
2,008
90
$298K 0.22%
+843
91
$296K 0.22%
192
+66
92
$295K 0.22%
4,460
+270
93
$295K 0.22%
3,101
-1,208
94
$295K 0.22%
+1,205
95
$291K 0.22%
3,200
96
$291K 0.22%
+12,261
97
$289K 0.22%
7,880
-1,470
98
$285K 0.21%
361
99
$278K 0.21%
11,903
-3,957
100
$275K 0.21%
+1,873
2 3
4
5 6