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
$232M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$989K
3
+$913K
4
TSLA icon
Tesla
TSLA
+$857K
5
AMZN icon
Amazon
AMZN
+$616K

Top Sells

1
+$541K
2
+$486K
3
+$436K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$281K
5
XOM icon
Exxon Mobil
XOM
+$265K

Sector Composition

1 Technology 28.88%
2 Consumer Discretionary 7.83%
3 Financials 2.95%
4 Healthcare 2.93%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$280K 0.12%
10,900
102
$280K 0.12%
1,984
103
$273K 0.12%
5,537
104
$254K 0.11%
1,000
105
$249K 0.11%
2,205
106
$235K 0.1%
6,151
107
$234K 0.1%
+5,600
108
$230K 0.1%
1,009
109
$225K 0.1%
1,752
110
$219K 0.09%
+993
111
$217K 0.09%
+567
112
$143K 0.06%
14,400
-300
113
$108K 0.05%
+11,086
114
– –
-1,158
115
– –
-835
116
– –
-5,432
117
– –
-9,025
118
– –
-801
119
– –
-698
120
– –
-1,408
121
– –
-10,271
122
– –
-1,554
1 2 3 4
5