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
$120M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$383K
3
+$370K
4
DVN icon
Devon Energy
DVN
+$260K
5
MSFT icon
Microsoft
MSFT
+$237K

Top Sells

1
+$265K
2
+$260K
3
+$251K
4
VZ icon
Verizon
VZ
+$236K
5
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$232K

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 6.15%
3 Healthcare 5.4%
4 Financials 3.99%
5 Energy 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$292K 0.24%
6,000
77
$290K 0.24%
7,000
-1,000
78
$283K 0.24%
2,000
79
$282K 0.24%
5,000
80
$271K 0.23%
2,000
81
$263K 0.22%
2,000
82
$260K 0.22%
+4,000
83
$252K 0.21%
8,000
84
$250K 0.21%
1,000
85
$242K 0.2%
2,000
-1,000
86
$234K 0.2%
+3,000
87
$231K 0.19%
1,000
88
$231K 0.19%
+1,000
89
$226K 0.19%
+5,000
90
$225K 0.19%
3,000
91
$220K 0.18%
+1,000
92
$219K 0.18%
+1,000
93
$209K 0.17%
+3,000
94
$204K 0.17%
+2,000
95
$204K 0.17%
+2,000
96
$203K 0.17%
+5,000
97
$161K 0.13%
14,000
+3,000
98
– –
-10,000
99
– –
-1,000
100
– –
-2,000
1 2 3
4
5