WMP

Wealth Management Partners Portfolio holdings

AUM $350M
1-Year Est. Return 39.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.05M
3
+$596K
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$552K
5
AVMC icon
Avantis US Mid Cap Equity ETF
AVMC
+$466K

Top Sells

1
+$2.62M
2
+$2.32M
3
+$1.51M
4
NVDA icon
NVIDIA
NVDA
+$1.13M
5
RIO icon
Rio Tinto
RIO
+$1.06M

Sector Composition

1 Technology 29%
2 Consumer Discretionary 5.76%
3 Financials 2.96%
4 Industrials 2.65%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$432K 0.14%
1,340
-765
102
$431K 0.14%
+2,963
103
$420K 0.13%
4,136
104
$412K 0.13%
16,505
-1,183
105
$400K 0.13%
1,854
106
$386K 0.12%
1,115
-200
107
$385K 0.12%
2,503
-87
108
$380K 0.12%
1,144
-77
109
$376K 0.12%
2,534
+84
110
$363K 0.12%
531
-10
111
$357K 0.11%
6,251
+750
112
$356K 0.11%
1,751
113
$350K 0.11%
2,028
+44
114
$349K 0.11%
5,105
115
$324K 0.1%
+2,885
116
$316K 0.1%
964
117
$315K 0.1%
958
-143
118
$303K 0.1%
2,263
119
$302K 0.1%
+975
120
$280K 0.09%
1,032
+68
121
$278K 0.09%
+10,182
122
$266K 0.08%
1,019
123
$257K 0.08%
6,151
124
$255K 0.08%
1,752
125
$240K 0.08%
993
2 3 4
5
6