WMP

Wealth Management Partners Portfolio holdings

AUM $350M
1-Year Est. Return 31.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.47M
3
+$1.41M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$1.39M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.12M

Top Sells

1
+$1.8M
2
+$871K
3
+$765K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$589K
5
PROF
Profound Medical
PROF
+$554K

Sector Composition

1 Technology 17.26%
2 Consumer Discretionary 5.77%
3 Industrials 4.46%
4 Communication Services 3.95%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,750
127
– –
-10,442
128
– –
-4,710
129
– –
-1,060
130
– –
-139
131
– –
-373
2 3 4 5
6