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
$144M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$737K
3 +$706K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$650K
5
PARA
Paramount Global Class B
PARA
+$611K

Sector Composition

1 Technology 17.68%
2 Consumer Discretionary 5.49%
3 Communication Services 4.24%
4 Financials 4.18%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$259K 0.18%
11,915
+12
102
$249K 0.17%
1,505
+26
103
$241K 0.17%
4,556
+45
104
$239K 0.17%
1,085
105
$238K 0.17%
+1,101
106
$235K 0.16%
+3,021
107
$233K 0.16%
2,745
+10
108
$232K 0.16%
4,255
109
$224K 0.16%
1,000
110
$219K 0.15%
1,318
111
$216K 0.15%
+705
112
$206K 0.14%
94
-2
113
$206K 0.14%
+7,730
114
$201K 0.14%
+1,216
115
$154K 0.11%
4,672
116
-9,368
117
-4,923
118
-769
119
-2,751
120
-19,993
121
-4,460
122
-42,623
123
-1,691
124
-843
125
-5,010