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
$160M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1 +$4.82M
2 +$2.29M
3 +$2.21M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$728K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$461K

Top Sells

1 +$4.7M
2 +$1.05M
3 +$682K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$575K
5
RTX icon
RTX Corp
RTX
+$279K

Sector Composition

1 Technology 21.13%
2 Consumer Discretionary 7.58%
3 Energy 4.28%
4 Healthcare 4.23%
5 Financials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$235K 0.15%
+6,344
102
$232K 0.14%
5,637
-500
103
$231K 0.14%
+454
104
$230K 0.14%
1,000
105
$226K 0.14%
857
106
$226K 0.14%
+6,149
107
$224K 0.14%
2,581
+30
108
$218K 0.14%
+5,631
109
$215K 0.13%
1,755
110
$214K 0.13%
2,205
111
$211K 0.13%
5,118
-760
112
$206K 0.13%
16,611
+1,601
113
$205K 0.13%
1,009
114
$204K 0.13%
+2,727
115
$204K 0.13%
+3,232
116
$89.2K 0.06%
11,086
117
-2,350
118
-1,218
119
-179,789
120
-3,844
121
-2,850
122
-8,150