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
$140M
AUM Growth
-$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.45M
3
+$918K
4
CCL icon
Carnival Corp
CCL
+$763K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$753K

Top Sells

1
+$6.34M
2
+$931K
3
+$764K
4
AMZN icon
Amazon
AMZN
+$658K
5
NOW icon
ServiceNow
NOW
+$652K

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 7.19%
3 Healthcare 4.27%
4 Industrials 4%
5 Financials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$337K 0.24%
2,000
77
$336K 0.24%
2,000
78
$332K 0.24%
3,000
+2,000
79
$331K 0.24%
6,000
80
$330K 0.24%
+3,000
81
$330K 0.24%
3,000
82
$326K 0.23%
2,000
83
$322K 0.23%
4,000
84
$319K 0.23%
2,000
85
$307K 0.22%
2,000
-1,000
86
$300K 0.21%
+7,000
87
$299K 0.21%
+5,000
88
$289K 0.21%
3,000
89
$288K 0.21%
5,000
90
$287K 0.2%
2,000
-1,000
91
$283K 0.2%
1,000
-1,000
92
$283K 0.2%
1,000
93
$281K 0.2%
2,000
94
$279K 0.2%
2,000
-3,000
95
$243K 0.17%
1,000
96
$237K 0.17%
+6,000
97
$230K 0.16%
+26,000
98
$230K 0.16%
+1,000
99
$228K 0.16%
+1,000
100
$225K 0.16%
5,000
1 2 3
4
5