WMP
Wealth Management Partners Portfolio holdings
AUM
$283M
This Quarter Return
+6.97%
1 Year Return
+27.87%
3 Year Return
+127.46%
5 Year Return
–
10 Year Return
–
AUM
$232M
AUM Growth
+$232M
(+7.4%)
Cap. Flow
+$6.67M
Cap. Flow
% of AUM
2.88%
Top 10 Holdings %
Top 10 Hldgs %
49.77%
Holding
122
New
11
Increased
53
Reduced
35
Closed
9
Top Buys
| 1 |
TSMC
TSM
|
$1.5M |
| 2 |
Rio Tinto
RIO
|
$989K |
| 3 |
ASML
ASML
|
$913K |
| 4 |
Tesla
TSLA
|
$857K |
| 5 |
Palo Alto Networks
PANW
|
$836K |
Top Sells
| 1 |
Invesco S&P 500 Revenue ETF
RWL
|
$541K |
| 2 |
NVIDIA
NVDA
|
$486K |
| 3 |
United Parcel Service
UPS
|
$436K |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$281K |
| 5 |
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% |
