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
$135M
AUM Growth
-$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1 +$1.29M
2 +$779K
3 +$334K
4
WYNN icon
Wynn Resorts
WYNN
+$226K
5
LULU icon
lululemon athletica
LULU
+$216K

Sector Composition

1 Technology 18.61%
2 Consumer Discretionary 6.23%
3 Financials 4.15%
4 Communication Services 3.94%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$367K 0.27%
2,455
-65
77
$358K 0.27%
3,320
-20
78
$354K 0.26%
211
-8
79
$354K 0.26%
1,476
+81
80
$336K 0.25%
3,907
-444
81
$334K 0.25%
+5,595
82
$319K 0.24%
2,078
83
$317K 0.23%
2,490
-400
84
$316K 0.23%
6,804
-408
85
$314K 0.23%
2,661
-200
86
$308K 0.23%
7,916
87
$307K 0.23%
4,083
+2
88
$304K 0.23%
1,430
89
$301K 0.22%
3,200
90
$297K 0.22%
3,411
+390
91
$296K 0.22%
11,599
-300
92
$289K 0.21%
2,405
93
$284K 0.21%
11,545
-600
94
$275K 0.2%
10,230
+2,500
95
$269K 0.2%
2,798
-285
96
$252K 0.19%
3,553
+808
97
$248K 0.18%
4,556
98
$247K 0.18%
1,505
99
$233K 0.17%
702
-3
100
$231K 0.17%
1,899
-220