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
$159M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$603K
2 +$404K
3 +$301K
4
GS icon
Goldman Sachs
GS
+$254K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$249K

Top Sells

1 +$1.17M
2 +$471K
3 +$277K
4
ALK icon
Alaska Air
ALK
+$252K
5
EW icon
Edwards Lifesciences
EW
+$250K

Sector Composition

1 Technology 22.5%
2 Consumer Discretionary 8.05%
3 Healthcare 4.11%
4 Financials 4.02%
5 Energy 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$416K 0.26%
4,655
-1,124
77
$405K 0.25%
3,372
-100
78
$369K 0.23%
2,777
-37
79
$363K 0.23%
2,371
-34
80
$356K 0.22%
2,055
81
$347K 0.22%
2,899
82
$344K 0.22%
15,800
+3,400
83
$340K 0.21%
9,264
+182
84
$336K 0.21%
4,969
-1,769
85
$317K 0.2%
5,175
+100
86
$300K 0.19%
10,837
87
$297K 0.19%
529
+42
88
$295K 0.19%
1,869
89
$295K 0.19%
2,702
-17
90
$295K 0.19%
6,399
-115
91
$292K 0.18%
5,640
-505
92
$292K 0.18%
1,574
93
$290K 0.18%
1,097
94
$289K 0.18%
1,623
+27
95
$279K 0.18%
2,850
-400
96
$275K 0.17%
5,878
-200
97
$265K 0.17%
7,125
98
$263K 0.17%
2,056
99
$256K 0.16%
857
-21
100
$254K 0.16%
+787