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
$144M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$737K
3 +$706K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$650K
5
PARA
Paramount Global Class B
PARA
+$611K

Sector Composition

1 Technology 17.68%
2 Consumer Discretionary 5.49%
3 Communication Services 4.24%
4 Financials 4.18%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$391K 0.27%
9,977
+2
77
$377K 0.26%
2,890
+200
78
$376K 0.26%
3,340
+51
79
$372K 0.26%
1,552
+170
80
$371K 0.26%
4,351
-513
81
$365K 0.25%
1,539
82
$353K 0.25%
2,520
-1,210
83
$342K 0.24%
2,800
84
$341K 0.24%
219
+27
85
$340K 0.24%
1,395
+190
86
$339K 0.24%
7,212
87
$335K 0.23%
383
+22
88
$332K 0.23%
2,861
-50
89
$324K 0.23%
1,340
-94
90
$322K 0.22%
2,078
+70
91
$319K 0.22%
7,916
+36
92
$317K 0.22%
4,081
-196
93
$314K 0.22%
1,430
-233
94
$308K 0.21%
3,200
95
$306K 0.21%
3,083
-18
96
$300K 0.21%
2,119
+246
97
$289K 0.2%
11,899
-362
98
$285K 0.2%
+1,127
99
$278K 0.19%
12,145
+800
100
$265K 0.18%
2,405