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
$120M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$799K
2 +$383K
3 +$370K
4
DVN icon
Devon Energy
DVN
+$260K
5
MSFT icon
Microsoft
MSFT
+$237K

Top Sells

1 +$265K
2 +$260K
3 +$251K
4
VZ icon
Verizon
VZ
+$236K
5
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$232K

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
-7,000
102
-9,000