WMP

Wealth Management Partners Portfolio holdings

AUM $350M
1-Year Est. Return 39.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.05M
3
+$596K
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$552K
5
AVMC icon
Avantis US Mid Cap Equity ETF
AVMC
+$466K

Top Sells

1
+$2.62M
2
+$2.32M
3
+$1.51M
4
NVDA icon
NVIDIA
NVDA
+$1.13M
5
RIO icon
Rio Tinto
RIO
+$1.06M

Sector Composition

1 Technology 29%
2 Consumer Discretionary 5.76%
3 Financials 2.96%
4 Industrials 2.65%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$740K 0.24%
4,424
+16
77
$731K 0.23%
18,630
+682
78
$702K 0.22%
30,430
-3,511
79
$696K 0.22%
10,003
+6,817
80
$694K 0.22%
11,286
+994
81
$677K 0.22%
8,109
+457
82
$672K 0.21%
2,388
+1,041
83
$652K 0.21%
1,392
-22
84
$641K 0.2%
1,802
85
$603K 0.19%
13,730
+1,553
86
$593K 0.19%
10,451
+1,685
87
$578K 0.18%
3,140
+140
88
$547K 0.17%
2,720
89
$534K 0.17%
8,223
+3,007
90
$532K 0.17%
7,752
-227
91
$532K 0.17%
1,541
-1,701
92
$528K 0.17%
18,250
-5,700
93
$517K 0.16%
2,255
94
$505K 0.16%
2,722
-175
95
$488K 0.16%
+10,409
96
$484K 0.15%
3,316
-5
97
$480K 0.15%
6,360
98
$480K 0.15%
5,824
-1,594
99
$460K 0.15%
2,081
100
$436K 0.14%
709
+229
2 3
4
5 6