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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$8.02M
3
+$6.38M
4
IAU icon
iShares Gold Trust
IAU
+$5.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 8.09%
3 Healthcare 4.24%
4 Industrials 3.7%
5 Financials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.76M 6.86%
+61,159
2
$8.02M 6.28%
+24,414
3
$6.38M 5%
+28,629
4
$5.47M 4.29%
+154,986
5
$5.38M 4.22%
+13,972
6
$5.21M 4.08%
+22,420
7
$4.71M 3.69%
+69,078
8
$4.57M 3.58%
+141,082
9
$3.78M 2.96%
+40,174
10
$2.9M 2.27%
+215,600
11
$2.69M 2.11%
+7,019
12
$2.54M 1.99%
+8,625
13
$2.29M 1.8%
+13,780
14
$1.97M 1.54%
+30,578
15
$1.8M 1.41%
+6,784
16
$1.79M 1.4%
+6,322
17
$1.67M 1.31%
+32,809
18
$1.58M 1.24%
+15,620
19
$1.45M 1.13%
+25,571
20
$1.35M 1.06%
+21,430
21
$1.35M 1.06%
+12,876
22
$1.35M 1.06%
+27,835
23
$1.34M 1.05%
+14,992
24
$1.27M 0.99%
+17,290
25
$1.17M 0.91%
+13,074
1
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