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
-$339K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$908K
3
+$473K
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$415K
5
JNJ icon
Johnson & Johnson
JNJ
+$315K

Top Sells

1
+$1.99M
2
+$613K
3
+$606K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$344K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$320K

Sector Composition

1 Technology 16.08%
2 Consumer Discretionary 7.64%
3 Healthcare 5.24%
4 Financials 3.79%
5 Energy 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$260K 0.23%
2,000
77
$257K 0.23%
3,000
+1,000
78
$255K 0.22%
5,000
-1,285
79
$254K 0.22%
+8,000
80
$251K 0.22%
10,000
81
$251K 0.22%
2,000
82
$251K 0.22%
+2,000
83
$245K 0.22%
3,000
84
$238K 0.21%
2,000
85
$237K 0.21%
6,000
86
$232K 0.2%
9,000
87
$221K 0.19%
2,000
-18,000
88
$216K 0.19%
1,000
89
$214K 0.19%
7,000
90
$206K 0.18%
+1,000
91
$200K 0.18%
1,000
92
$135K 0.12%
+11,000
93
– –
-3,000
94
– –
-6,000
95
– –
-5,000
96
– –
-29,000
97
– –
-1,000
1 2 3
4