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
$143M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.04M
3
+$655K
4
SHOP icon
Shopify
SHOP
+$531K
5
IAT icon
iShares US Regional Banks ETF
IAT
+$524K

Top Sells

1
+$478K
2
+$285K
3
+$284K
4
BA icon
Boeing
BA
+$231K
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$209K

Sector Composition

1 Technology 19.53%
2 Consumer Discretionary 7.43%
3 Healthcare 4.68%
4 Energy 4.38%
5 Financials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$243K 0.17%
1,000
102
$236K 0.17%
6,078
-3,922
103
$226K 0.16%
+2,435
104
$223K 0.16%
2,205
+205
105
$218K 0.15%
6,037
+1,037
106
$217K 0.15%
+1,318
107
$213K 0.15%
1,060
+60
108
$205K 0.14%
+2,056
109
$201K 0.14%
+8,150
110
$195K 0.14%
15,510
+1,510
111
$167K 0.12%
+12,400
112
$78.2K 0.05%
+11,086
113
– –
-1,000
114
– –
-3,000
115
– –
-6,000
1 2 3 4
5