WMP

Wealth Management Partners Portfolio holdings

AUM $350M
1-Year Est. Return 31.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$830K
2 +$506K
3 +$386K
4
DVN icon
Devon Energy
DVN
+$273K
5
ALL icon
Allstate
ALL
+$262K

Top Sells

1 +$286K
2 +$251K
3 +$232K
4
VZ icon
Verizon
VZ
+$226K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$221K

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 6.15%
3 Healthcare 5.4%
4 Financials 3.99%
5 Energy 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,000
102
-7,000