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
$197M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$764K
2 +$372K
3 +$347K
4
AVGO icon
Broadcom
AVGO
+$321K
5
PANW icon
Palo Alto Networks
PANW
+$288K

Top Sells

1 +$1.76M
2 +$1.18M
3 +$508K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$409K
5
AAPL icon
Apple
AAPL
+$345K

Sector Composition

1 Technology 25.35%
2 Consumer Discretionary 6.57%
3 Healthcare 3.84%
4 Energy 3.17%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,443
127
-4,318