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
$179M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$332K
3 +$277K
4
AVGO icon
Broadcom
AVGO
+$276K
5
AXP icon
American Express
AXP
+$228K

Top Sells

1 +$416K
2 +$262K
3 +$235K
4
APA icon
APA Corp
APA
+$232K
5
BABA icon
Alibaba
BABA
+$224K

Sector Composition

1 Technology 22.66%
2 Consumer Discretionary 7.5%
3 Healthcare 3.79%
4 Financials 3.14%
5 Energy 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$378K 0.21%
605
+54
77
$375K 0.21%
531
+14
78
$368K 0.21%
2,055
79
$359K 0.2%
2,521
-1,115
80
$354K 0.2%
8,794
+1,322
81
$350K 0.2%
2,535
+42
82
$337K 0.19%
874
-31
83
$332K 0.19%
+2,622
84
$326K 0.18%
2,330
-272
85
$323K 0.18%
542
+88
86
$323K 0.18%
2,532
-534
87
$322K 0.18%
7,214
-1,320
88
$319K 0.18%
1,669
+1
89
$318K 0.18%
7,023
-2,293
90
$305K 0.17%
5,934
-625
91
$305K 0.17%
15,200
-1,400
92
$303K 0.17%
2,056
93
$295K 0.16%
1,788
94
$277K 0.15%
+3,575
95
$276K 0.15%
+2,470
96
$269K 0.15%
1,134
+2
97
$269K 0.15%
6,875
-250
98
$269K 0.15%
4,029
-150
99
$265K 0.15%
1,085
-12
100
$264K 0.15%
1,553
-21