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
$216M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.03M
3
+$1.02M
4
PLTR icon
Palantir
PLTR
+$898K
5
SHOP icon
Shopify
SHOP
+$854K

Top Sells

1
+$1.77M
2
+$1.07M
3
+$884K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$625K
5
BROS icon
Dutch Bros
BROS
+$532K

Sector Composition

1 Technology 27.6%
2 Consumer Discretionary 6.2%
3 Healthcare 3.59%
4 Financials 2.84%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$239K 0.11%
1,408
-22
102
$224K 0.1%
+10,900
103
$220K 0.1%
1,752
104
$220K 0.1%
1,158
-156
105
$217K 0.1%
+801
106
$213K 0.1%
+698
107
$213K 0.1%
5,432
-645
108
$212K 0.1%
+9,025
109
$201K 0.09%
+835
110
$180K 0.08%
+10,271
111
$155K 0.07%
14,700
-431
112
– –
-3,955
113
– –
-1,752
114
– –
-3,380
115
– –
-6,544
116
– –
-3,544
117
– –
-2,310
118
– –
-1,695
119
– –
-12,859
120
– –
-3,824
121
– –
-3,605
1 2 3 4
5