WMP
Wealth Management Partners Portfolio holdings
AUM
$283M
This Quarter Return
+10.81%
1 Year Return
+27.87%
3 Year Return
+127.46%
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+8%)
Cap. Flow
+$718K
Cap. Flow
% of AUM
0.49%
Top 10 Holdings %
Top 10 Hldgs %
46.72%
Holding
120
New
8
Increased
49
Reduced
49
Closed
12
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$836K |
| 2 |
Dutch Bros
BROS
|
$764K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$726K |
| 4 |
Amazon
AMZN
|
$705K |
| 5 |
iShares MSCI Global Sustainable Development Goals ETF
SDG
|
$374K |
Top Sells
| 1 |
ARK Web x.0 ETF
ARKW
|
$579K |
| 2 |
Mercado Libre
MELI
|
$354K |
| 3 |
NVIDIA
NVDA
|
$349K |
| 4 |
Merck
MRK
|
$307K |
| 5 |
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% |
