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
$143M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$986K
3
+$712K
4
SHOP icon
Shopify
SHOP
+$579K
5
CCL icon
Carnival Corp
CCL
+$491K

Top Sells

1
+$478K
2
+$287K
3
+$279K
4
NVDA icon
NVIDIA
NVDA
+$252K
5
BA icon
Boeing
BA
+$231K

Sector Composition

1 Technology 19.53%
2 Consumer Discretionary 7.43%
3 Healthcare 4.68%
4 Energy 4.38%
5 Financials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$371K 0.26%
9,082
+82
77
$364K 0.25%
6,738
+1,738
78
$350K 0.24%
8,562
+3,562
79
$340K 0.24%
2,206
+206
80
$335K 0.23%
2,055
+55
81
$325K 0.23%
2,405
+405
82
$321K 0.22%
6,145
+145
83
$318K 0.22%
3,250
+250
84
$305K 0.21%
+6,514
85
$301K 0.21%
2,719
+719
86
$301K 0.21%
+2,899
87
$299K 0.21%
+10,837
88
$298K 0.21%
+5,075
89
$292K 0.2%
+2,862
90
$292K 0.2%
1,596
-404
91
$287K 0.2%
1,574
+574
92
$285K 0.2%
1,869
-131
93
$277K 0.19%
3,664
+664
94
$272K 0.19%
1,097
+97
95
$269K 0.19%
7,125
+125
96
$265K 0.18%
+4,385
97
$252K 0.18%
6,010
-3,990
98
$250K 0.17%
3,022
+22
99
$247K 0.17%
1,911
-89
100
$245K 0.17%
878
-122
1 2 3
4
5