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
$146M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$836K
2 +$764K
3 +$726K
4
AMZN icon
Amazon
AMZN
+$705K
5
SDG icon
iShares MSCI Global Sustainable Development Goals ETF
SDG
+$374K

Top Sells

1 +$579K
2 +$354K
3 +$349K
4
MRK icon
Merck
MRK
+$307K
5
HON icon
Honeywell
HON
+$304K

Sector Composition

1 Technology 19.97%
2 Consumer Discretionary 6.89%
3 Healthcare 3.73%
4 Communication Services 3.65%
5 Financials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$377K 0.26%
2,050
+511
77
$375K 0.26%
3,000
+339
78
$357K 0.25%
2,000
-78
79
$355K 0.24%
9,000
-194
80
$354K 0.24%
2,000
+524
81
$353K 0.24%
4,000
+447
82
$343K 0.24%
8,000
+84
83
$342K 0.23%
7,000
-2,156
84
$335K 0.23%
2,000
-405
85
$328K 0.23%
2,000
+323
86
$321K 0.22%
6,000
-804
87
$305K 0.21%
5,000
+444
88
$281K 0.19%
10,000
-230
89
$273K 0.19%
1,000
-85
90
$271K 0.19%
+1,000
91
$267K 0.18%
5,000
-3,282
92
$266K 0.18%
2,000
+495
93
$264K 0.18%
3,000
-411
94
$257K 0.18%
1,000
+298
95
$251K 0.17%
3,000
-907
96
$250K 0.17%
1,000
+6
97
$250K 0.17%
10,000
-1,599
98
$247K 0.17%
1,000
99
$243K 0.17%
+1,000
100
$234K 0.16%
2,000
-490