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
$206M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$843K
2
+$674K
3
+$610K
4
META icon
Meta Platforms (Facebook)
META
+$564K
5
WFC icon
Wells Fargo
WFC
+$420K

Top Sells

1
+$1.3M
2
+$1.13M
3
+$1.06M
4
NVDA icon
NVIDIA
NVDA
+$645K
5
BLK icon
Blackrock
BLK
+$628K

Sector Composition

1 Technology 28.89%
2 Consumer Discretionary 5.61%
3 Energy 3.08%
4 Healthcare 3.02%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$402K 0.2%
9,745
-1,924
77
$371K 0.18%
1,727
+7
78
$359K 0.17%
647
+27
79
$352K 0.17%
2,511
80
$328K 0.16%
42,000
-2,000
81
$312K 0.15%
1,788
82
$309K 0.15%
1,695
-232
83
$308K 0.15%
5,430
-4,205
84
$301K 0.15%
3,637
+185
85
$293K 0.14%
1,096
-38
86
$293K 0.14%
2,168
-249
87
$288K 0.14%
6,077
-250
88
$284K 0.14%
5,981
-250
89
$282K 0.14%
1,220
+1
90
$277K 0.13%
+3,380
91
$255K 0.12%
6,151
92
$247K 0.12%
+3,605
93
$241K 0.12%
5,537
94
$237K 0.12%
1,000
95
$236K 0.11%
1,430
96
$230K 0.11%
1,557
-418
97
$229K 0.11%
2,205
98
$229K 0.11%
3,544
-277
99
$228K 0.11%
1,009
100
$226K 0.11%
3,824
-5,900
1 2 3
4
5