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
$350M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$6.79M
3 +$2.79M
4
ASML icon
ASML
ASML
+$2.04M
5
GFLW
VictoryShares Free Cash Flow Growth ETF
GFLW
+$1.45M

Top Sells

1 +$1.45M
2 +$1.09M
3 +$1.09M
4
MSTR icon
Strategy Inc
MSTR
+$432K
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$395K

Sector Composition

1 Technology 27.69%
2 Consumer Discretionary 4.71%
3 Communication Services 2.83%
4 Financials 2.81%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DVLT
151
Datavault AI
DVLT
$406M
-11,488