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

Top Buys

1 +$408K
2 +$396K
3 +$320K
4
META icon
Meta Platforms (Facebook)
META
+$319K
5
AVGO icon
Broadcom
AVGO
+$300K

Top Sells

1 +$1.41M
2 +$1.18M
3 +$483K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$387K
5
AAPL icon
Apple
AAPL
+$366K

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
-7,214
127
-7,832