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
$179M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$332K
3 +$277K
4
AVGO icon
Broadcom
AVGO
+$276K
5
AXP icon
American Express
AXP
+$228K

Top Sells

1 +$416K
2 +$262K
3 +$235K
4
APA icon
APA Corp
APA
+$232K
5
BABA icon
Alibaba
BABA
+$224K

Sector Composition

1 Technology 22.66%
2 Consumer Discretionary 7.5%
3 Healthcare 3.79%
4 Financials 3.14%
5 Energy 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$262K 0.15%
1,000
102
$257K 0.14%
5,086
103
$254K 0.14%
857
104
$248K 0.14%
1,009
105
$247K 0.14%
2,969
-263
106
$243K 0.14%
2,205
107
$241K 0.13%
6,149
108
$239K 0.13%
4,318
-800
109
$238K 0.13%
1,755
110
$228K 0.13%
+1,219
111
$225K 0.13%
7,832
-403
112
$211K 0.12%
2,603
-124
113
$210K 0.12%
2,329
-586
114
$202K 0.11%
16,611
115
$191K 0.11%
+10,443
116
$101K 0.06%
11,086
117
$60.2K 0.03%
+20,000
118
$39.1K 0.02%
+15,000
119
-2,581
120
-5,631
121
-9,737
122
-7,112
123
-6,344
124
-5,637