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
$134M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.44M
3
+$1.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.16M
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$1.15M

Top Sells

1
+$1.8M
2
+$871K
3
+$793K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$603K
5
PROF
Profound Medical
PROF
+$554K

Sector Composition

1 Technology 17.26%
2 Consumer Discretionary 5.77%
3 Industrials 4.46%
4 Communication Services 3.95%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$269K 0.2%
9,368
-2,832
102
$257K 0.19%
+2,735
103
$246K 0.18%
2,405
104
$245K 0.18%
11,345
+1,735
105
$245K 0.18%
4,923
+167
106
$241K 0.18%
1,479
+29
107
$240K 0.18%
1,085
108
$240K 0.18%
5,010
+762
109
$235K 0.18%
769
-1
110
$234K 0.17%
4,511
-630
111
$231K 0.17%
+96
112
$224K 0.17%
+2,751
113
$220K 0.16%
+1,000
114
$215K 0.16%
+1,318
115
$214K 0.16%
4,255
-1,025
116
$176K 0.13%
4,672
117
– –
-6,784
118
– –
-11,086
119
– –
-17,131
120
– –
-3,622
121
– –
-46,524
122
– –
-10,442
123
– –
-3,039
124
– –
-3,330
125
– –
-12,981
2 3 4
5
6