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
$135M
AUM Growth
-$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$779K
3
+$334K
4
WYNN icon
Wynn Resorts
WYNN
+$226K
5
LULU icon
lululemon athletica
LULU
+$216K

Top Sells

1
+$2.51M
2
+$2.45M
3
+$877K
4
GXDW
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
+$710K
5
PARA
Paramount Global Class B
PARA
+$611K

Sector Composition

1 Technology 18.61%
2 Consumer Discretionary 6.23%
3 Financials 4.15%
4 Communication Services 3.94%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.72M 6.46%
61,611
-1,155
2
$7.47M 5.53%
20,863
-577
3
$7.43M 5.5%
17,244
+2,991
4
$6.17M 4.57%
21,886
-330
5
$6.07M 4.49%
181,616
+5,818
6
$5.62M 4.16%
23,814
-788
7
$5.29M 3.92%
160,127
-10,231
8
$4.61M 3.42%
44,645
+81
9
$4.59M 3.4%
62,424
-4,341
10
$4.38M 3.25%
211,600
-12,920
11
$3.27M 2.42%
29,947
-123
12
$2.9M 2.15%
39,812
+2,385
13
$2.55M 1.89%
5,941
-147
14
$2.52M 1.86%
35,491
+2,211
15
$2.43M 1.8%
9,390
+264
16
$2.27M 1.68%
13,800
-1,020
17
$2.01M 1.49%
6,127
-140
18
$1.8M 1.33%
12,972
+215
19
$1.62M 1.2%
5,985
+174
20
$1.6M 1.18%
11,980
+40
21
$1.35M 1%
13,447
-118
22
$1.34M 1%
16,162
-1,534
23
$1.34M 0.99%
24,815
-4,120
24
$1.33M 0.98%
11,852
-69
25
$1.3M 0.97%
12,842
-385
1
2 3 4 5