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
$135M
AUM Growth
-$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1 +$1.29M
2 +$779K
3 +$334K
4
WYNN icon
Wynn Resorts
WYNN
+$226K
5
LULU icon
lululemon athletica
LULU
+$216K

Sector Composition

1 Technology 18.61%
2 Consumer Discretionary 6.23%
3 Financials 4.15%
4 Communication Services 3.94%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$225K 0.17%
1,061
-40
102
$216K 0.16%
+534
103
$213K 0.16%
1,085
104
$207K 0.15%
1,000
105
$204K 0.15%
1,216
106
$204K 0.15%
10,011
-1,904
107
$202K 0.15%
+119
108
$202K 0.15%
+994
109
$201K 0.15%
+1,338
110
$180K 0.13%
4,672
111
$115K 0.09%
+10,396
112
-94
113
0
114
-1,127
115
-9,485
116
-37,516
117
-4,255
118
-1,318
119
-13,525
120
-54,277
121
-1,749
122
-1,077
123
-13,757