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WMP
Wealth Management Partners Portfolio holdings
AUM
$425M
1-Year Est. Return
60.71%
This Fund
S&P 500
This Quarter
Est. Return
+13.59%
1 Year Est. Return
+60.71%
3 Year Est. Return
+179.36%
5 Year Est. Return
+222.13%
10 Year Est. Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
91.14%
Top 10 Holdings %
Top 10 Hldgs %
43.21%
Holding
123
New
123
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$7.36M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$7.17M |
| 3 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$5.79M |
| 4 |
iShares Gold Trust
IAU
|
+$5.55M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$4.97M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.81% |
| 2 | Consumer Discretionary | 8.09% |
| 3 | Healthcare | 4.24% |
| 4 | Industrials | 3.7% |
| 5 | Financials | 3.64% |
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Wealth Management Partners's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Wealth Management Partners, which disclosed 123 positions worth $128M. Its ten largest holdings account for 43% of the portfolio.
Its largest position is Apple: 61,159 shares worth $8.76M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, followed by Consumer Discretionary and Healthcare.
- Wealth Management Partners's largest Q4 2020 buy was Apple: 61,159 shares worth $8.76M.
- Wealth Management Partners's ten largest holdings make up 43% of its $128M portfolio in Q4 2020.
- Wealth Management Partners disclosed 123 positions in Q4 2020, its first 13F filing on record.
Based on Wealth Management Partners's 13F filing for Q4 2020, filed 4 Feb 2021.