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
$134M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.44M
3
+$1.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.16M
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$1.15M

Top Sells

1
+$1.8M
2
+$871K
3
+$793K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$603K
5
PROF
Profound Medical
PROF
+$554K

Sector Composition

1 Technology 17.26%
2 Consumer Discretionary 5.77%
3 Industrials 4.46%
4 Communication Services 3.95%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.96M 5.94%
62,264
+1,105
2
$7.3M 5.45%
22,022
-2,392
3
$5.91M 4.41%
25,980
-2,649
4
$5.58M 4.17%
172,610
+31,528
5
$5.55M 4.14%
22,205
-215
6
$5.51M 4.11%
166,491
+11,505
7
$5.2M 3.88%
12,742
-1,230
8
$4.85M 3.62%
68,946
-132
9
$3.83M 2.86%
37,525
-2,649
10
$3.08M 2.3%
217,600
+2,000
11
$2.86M 2.13%
26,276
+10,656
12
$2.53M 1.89%
6,232
-787
13
$2.41M 1.8%
37,199
+22,320
14
$2.37M 1.77%
14,440
+660
15
$2.36M 1.76%
54,487
+42,539
16
$1.97M 1.47%
27,850
-2,728
17
$1.97M 1.47%
6,303
-19
18
$1.89M 1.41%
8,454
-171
19
$1.89M 1.41%
19,993
+12,139
20
$1.75M 1.31%
25,070
+3,640
21
$1.55M 1.16%
10,315
+8,741
22
$1.5M 1.12%
25,339
-232
23
$1.4M 1.05%
26,605
-1,230
24
$1.4M 1.05%
13,913
-1,079
25
$1.39M 1.04%
12,360
+460
1
2 3 4 5