WMP
Wealth Management Partners Portfolio holdings
AUM
$283M
This Quarter Return
+13.59%
1 Year Return
+27.87%
3 Year Return
+127.46%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.22%
Holding
120
New
120
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.76M |
| 2 |
Invesco QQQ Trust
QQQ
|
$8.02M |
| 3 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$6.38M |
| 4 |
iShares Gold Trust
IAU
|
$5.47M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$5.38M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.81% |
| 2 | Consumer Discretionary | 8.09% |
| 3 | Healthcare | 4.24% |
| 4 | Industrials | 3.7% |
| 5 | Financials | 3.64% |
