WMP

Wealth Management Partners Portfolio holdings

AUM $350M
1-Year Est. Return 31.79%
This Quarter Est. Return
1 Year Est. Return
+31.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$2.32M
3
+$2.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.8M
5
ASML icon
ASML
ASML
+$1.51M

Top Sells

1
+$5.27M
2
+$986K
3
+$467K
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$436K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$433K

Sector Composition

1 Technology 27.72%
2 Consumer Discretionary 5.82%
3 Financials 2.92%
4 Industrials 2.51%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$383K 0.14%
1,854
102
$362K 0.13%
4,136
+650
103
$352K 0.12%
5,105
-399
104
$351K 0.12%
2,450
-109
105
$350K 0.12%
1,101
-242
106
$343K 0.12%
1,751
107
$327K 0.12%
1,984
108
$320K 0.11%
5,216
-653
109
$313K 0.11%
3,805
+128
110
$313K 0.11%
+1,347
111
$312K 0.11%
5,501
+20
112
$303K 0.11%
2,263
+58
113
$296K 0.1%
+5,285
114
$295K 0.1%
964
115
$289K 0.1%
4,100
+100
116
$289K 0.1%
+5,537
117
$275K 0.1%
15,125
-1,240
118
$275K 0.1%
+16,405
119
$259K 0.09%
1,019
+19
120
$255K 0.09%
+480
121
$247K 0.09%
+5,500
122
$243K 0.09%
6,151
123
$238K 0.08%
1,752
124
$230K 0.08%
964
-1,812
125
$225K 0.08%
+16,395
2 3 4
5
6