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
$216M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.03M
3
+$1.02M
4
PLTR icon
Palantir
PLTR
+$898K
5
SHOP icon
Shopify
SHOP
+$854K

Top Sells

1
+$1.77M
2
+$1.07M
3
+$884K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$625K
5
BROS icon
Dutch Bros
BROS
+$532K

Sector Composition

1 Technology 27.6%
2 Consumer Discretionary 6.2%
3 Healthcare 3.59%
4 Financials 2.84%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.21%
902
77
$434K 0.2%
+6,934
78
$432K 0.2%
9,626
-119
79
$427K 0.2%
2,055
80
$424K 0.2%
2,446
-21
81
$402K 0.19%
1,655
-72
82
$397K 0.18%
7,023
-50
83
$396K 0.18%
638
+1
84
$386K 0.18%
1,947
-725
85
$384K 0.18%
2,559
+48
86
$340K 0.16%
657
+10
87
$339K 0.16%
1,788
88
$331K 0.15%
1,220
89
$323K 0.15%
5,435
+5
90
$311K 0.14%
13,011
+2,490
91
$296K 0.14%
5,571
-410
92
$295K 0.14%
1,984
-184
93
$289K 0.13%
1,022
-74
94
$278K 0.13%
3,435
-202
95
$264K 0.12%
5,537
96
$262K 0.12%
1,000
97
$251K 0.12%
2,205
98
$249K 0.12%
6,151
99
$249K 0.12%
1,009
100
$242K 0.11%
1,554
-3
1 2 3
4
5