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
$146M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$836K
2 +$764K
3 +$726K
4
AMZN icon
Amazon
AMZN
+$705K
5
SDG icon
iShares MSCI Global Sustainable Development Goals ETF
SDG
+$374K

Top Sells

1 +$579K
2 +$354K
3 +$349K
4
MRK icon
Merck
MRK
+$307K
5
HON icon
Honeywell
HON
+$304K

Sector Composition

1 Technology 19.97%
2 Consumer Discretionary 6.89%
3 Healthcare 3.73%
4 Communication Services 3.65%
5 Financials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$232K 0.16%
1,000
-338
102
$224K 0.15%
+1,000
103
$207K 0.14%
1,000
+466
104
$206K 0.14%
+3,000
105
$206K 0.14%
+1,000
106
$205K 0.14%
+1,900
107
$200K 0.14%
+5,000
108
-10,396
109
-1,216
110
-119
111
0
112
-1,061
113
-3,200
114
-1,899
115
-1,430
116
-211
117
-4,083
118
-10,011
119
-4,672
120
-11,545