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
$159M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$603K
2 +$404K
3 +$301K
4
GS icon
Goldman Sachs
GS
+$254K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$249K

Top Sells

1 +$1.17M
2 +$471K
3 +$277K
4
ALK icon
Alaska Air
ALK
+$252K
5
EW icon
Edwards Lifesciences
EW
+$250K

Sector Composition

1 Technology 22.5%
2 Consumer Discretionary 8.05%
3 Healthcare 4.11%
4 Financials 4.02%
5 Energy 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$250K 0.16%
1,000
102
$249K 0.16%
+1,132
103
$240K 0.15%
2,205
104
$229K 0.14%
+499
105
$227K 0.14%
15,010
-500
106
$223K 0.14%
1,755
-156
107
$213K 0.13%
2,551
-311
108
$212K 0.13%
1,218
-100
109
$210K 0.13%
6,137
+100
110
$206K 0.13%
1,009
-51
111
$204K 0.13%
+2,350
112
$201K 0.13%
8,150
113
$85.1K 0.05%
11,086
114
-6,010
115
-3,022
116
-3,664