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
$197M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$372K
3
+$347K
4
AVGO icon
Broadcom
AVGO
+$321K
5
PANW icon
Palo Alto Networks
PANW
+$288K

Top Sells

1
+$1.76M
2
+$1.18M
3
+$508K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$409K
5
AAPL icon
Apple
AAPL
+$345K

Sector Composition

1 Technology 25.35%
2 Consumer Discretionary 6.57%
3 Healthcare 3.84%
4 Energy 3.17%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$443K 0.22%
581
+50
77
$441K 0.22%
2,305
78
$438K 0.22%
2,055
79
$402K 0.2%
2,476
-188
80
$395K 0.2%
608
+3
81
$381K 0.19%
912
+38
82
$372K 0.19%
+1,927
83
$371K 0.19%
2,511
-24
84
$354K 0.18%
1,720
+51
85
$350K 0.18%
1,975
-546
86
$347K 0.18%
+715
87
$341K 0.17%
2,586
-36
88
$338K 0.17%
2,417
-115
89
$334K 0.17%
3,452
+483
90
$323K 0.16%
3,821
+246
91
$320K 0.16%
1,788
92
$317K 0.16%
6,327
-696
93
$313K 0.16%
620
+78
94
$311K 0.16%
6,231
+1,145
95
$295K 0.15%
1,134
96
$278K 0.14%
1,219
97
$273K 0.14%
2,229
-100
98
$268K 0.14%
1,085
99
$268K 0.14%
1,000
100
$264K 0.13%
6,151
-724
2 3
4
5 6