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
$114M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$989K
3
+$691K
4
AMZN icon
Amazon
AMZN
+$519K
5
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$385K

Top Sells

1
+$763K
2
+$733K
3
+$728K
4
RIO icon
Rio Tinto
RIO
+$697K
5
MSFT icon
Microsoft
MSFT
+$554K

Sector Composition

1 Technology 16.65%
2 Consumer Discretionary 6.61%
3 Healthcare 4.95%
4 Financials 3.59%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.25%
6,285
77
$281K 0.25%
3,000
78
$271K 0.24%
2,000
79
$266K 0.23%
3,000
80
$264K 0.23%
8,000
+2,000
81
$264K 0.23%
2,000
82
$262K 0.23%
2,000
83
$251K 0.22%
7,000
-3,000
84
$249K 0.22%
6,000
+1,000
85
$247K 0.22%
2,000
86
$242K 0.21%
7,000
-1,000
87
$228K 0.2%
+10,000
88
$227K 0.2%
+5,000
89
$223K 0.19%
1,000
90
$218K 0.19%
+1,000
91
$215K 0.19%
1,000
92
$201K 0.18%
3,000
93
– –
-2,000
94
– –
-1,000
95
– –
-1,000
96
– –
-3,000
97
– –
-11,000
98
– –
-38,000
99
– –
-3,000
100
– –
-5,000
1 2 3
4
5