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
$114M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$989K
3
+$691K
4
AMZN icon
Amazon
AMZN
+$519K
5
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$385K

Top Sells

1
+$763K
2
+$733K
3
+$728K
4
RIO icon
Rio Tinto
RIO
+$697K
5
MSFT icon
Microsoft
MSFT
+$554K

Sector Composition

1 Technology 16.65%
2 Consumer Discretionary 6.61%
3 Healthcare 4.95%
4 Financials 3.59%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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