WMP
Wealth Management Partners Portfolio holdings
AUM
$350M
1-Year Est. Return
31.79%
1 Year Est. Return
+31.79%
AUM
$350M
AUM Growth
+$35.5M
(+11%)
Holding
151
Top Buys
| 1 | +$13.6M | |
| 2 | +$6.86M | |
| 3 | +$2.89M | |
| 4 |
ASML
ASML
|
+$2.09M |
| 5 |
GFLW
VictoryShares Free Cash Flow Growth ETF
GFLW
|
+$1.44M |
Top Sells
| 1 | +$1.47M | |
| 2 | +$1.09M | |
| 3 | +$1.09M | |
| 4 |
Strategy Inc
MSTR
|
+$432K |
| 5 |
Invesco S&P 500 Revenue ETF
RWL
|
+$402K |
Sector Composition
| 1 | Technology | 27.6% |
| 2 | Consumer Discretionary | 4.71% |
| 3 | Financials | 2.91% |
| 4 | Communication Services | 2.83% |
| 5 | Industrials | 2.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Pacer US Cash Cows 100 ETF
COWZ
$18.6B
| – | – |
-18,896
|
|