WMP

Wealth Management Partners Portfolio holdings

AUM $350M
1-Year Est. Return 31.79%
This Quarter Est. Return
1 Year Est. Return
+31.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$2.32M
3
+$2.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.8M
5
ASML icon
ASML
ASML
+$1.51M

Top Sells

1
+$5.27M
2
+$986K
3
+$467K
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$436K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$433K

Sector Composition

1 Technology 27.72%
2 Consumer Discretionary 5.82%
3 Financials 2.92%
4 Industrials 2.51%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$772K 0.27%
7,652
+1,468
77
$771K 0.27%
+33,941
78
$739K 0.26%
3,930
79
$702K 0.25%
23,950
-4,025
80
$643K 0.23%
4,408
+113
81
$636K 0.22%
3,597
-55
82
$621K 0.22%
3,000
+25
83
$601K 0.21%
1,414
-11
84
$569K 0.2%
7,418
-607
85
$554K 0.2%
1,802
-2
86
$547K 0.19%
2,255
-50
87
$534K 0.19%
2,720
-1,135
88
$531K 0.19%
7,979
-506
89
$521K 0.18%
12,177
+982
90
$478K 0.17%
3,321
91
$475K 0.17%
+6,360
92
$472K 0.17%
2,081
+26
93
$465K 0.16%
+10,292
94
$455K 0.16%
1,315
-321
95
$450K 0.16%
2,897
+82
96
$440K 0.16%
17,688
+8,467
97
$438K 0.15%
8,766
+1,109
98
$424K 0.15%
541
-1
99
$416K 0.15%
2,590
+71
100
$394K 0.14%
1,221
2 3
4
5 6