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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$8.02M
3
+$6.38M
4
IAU icon
iShares Gold Trust
IAU
+$5.47M
5
IVV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$257K 0.2%
+1,574
102
$255K 0.2%
+770
103
$252K 0.2%
+1,450
104
$252K 0.2%
+4,248
105
$236K 0.18%
+3,622
106
$233K 0.18%
+5,141
107
$228K 0.18%
+126
108
$225K 0.18%
+2,405
109
$222K 0.17%
+10,442
110
$217K 0.17%
+1,085
111
$213K 0.17%
+1,060
112
$212K 0.17%
+3,039
113
$207K 0.16%
+4,756
114
$200K 0.16%
+3,330
115
$154K 0.12%
+4,672
116
$146K 0.11%
+17,131
117
$137K 0.11%
+12,981
118
$53K 0.04%
+11,086
119
$35K 0.03%
+373
120
$25K 0.02%
+139
1 2 3 4
5