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
$232M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$989K
3
+$913K
4
TSLA icon
Tesla
TSLA
+$857K
5
AMZN icon
Amazon
AMZN
+$616K

Top Sells

1
+$541K
2
+$486K
3
+$436K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$281K
5
XOM icon
Exxon Mobil
XOM
+$265K

Sector Composition

1 Technology 28.88%
2 Consumer Discretionary 7.83%
3 Financials 2.95%
4 Healthcare 2.93%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$526K 0.23%
+10,379
77
$510K 0.22%
3,527
-37
78
$499K 0.22%
+4,308
79
$472K 0.2%
6,714
-309
80
$464K 0.2%
2,305
81
$443K 0.19%
3,321
-89
82
$437K 0.19%
1,804
+149
83
$427K 0.18%
10,666
+1,040
84
$415K 0.18%
2,055
85
$405K 0.17%
2,418
-28
86
$382K 0.16%
3,549
+114
87
$366K 0.16%
1,870
-77
88
$362K 0.16%
1,220
89
$355K 0.15%
565
-73
90
$343K 0.15%
+4,000
91
$333K 0.14%
5,509
-3,535
92
$332K 0.14%
2,559
93
$330K 0.14%
5,571
94
$328K 0.14%
14,796
+1,785
95
$324K 0.14%
1,751
-37
96
$316K 0.14%
+2,780
97
$315K 0.14%
4,469
-2,465
98
$313K 0.14%
5,441
+6
99
$296K 0.13%
1,022
100
$281K 0.12%
633
-24
1 2 3
4
5