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
$146M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$836K
2
+$764K
3
+$726K
4
AMZN icon
Amazon
AMZN
+$705K
5
SDG icon
iShares MSCI Global Sustainable Development Goals ETF
SDG
+$374K

Top Sells

1
+$579K
2
+$354K
3
+$349K
4
MRK icon
Merck
MRK
+$307K
5
HON icon
Honeywell
HON
+$304K

Sector Composition

1 Technology 19.97%
2 Consumer Discretionary 6.89%
3 Healthcare 3.73%
4 Communication Services 3.65%
5 Financials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 7.4%
61,000
-611
2
$9.05M 6.21%
19,000
+1,756
3
$8.27M 5.68%
21,000
+137
4
$6.99M 4.8%
21,000
-886
5
$6.34M 4.35%
182,000
+384
6
$6.02M 4.13%
200,000
-11,600
7
$5.46M 3.75%
163,000
+2,873
8
$5.41M 3.72%
24,000
+186
9
$4.98M 3.42%
44,000
-645
10
$4.73M 3.25%
59,000
-3,424
11
$3.51M 2.41%
31,000
+1,053
12
$3.41M 2.34%
43,000
+3,188
13
$3.29M 2.26%
9,000
-390
14
$2.88M 1.97%
6,000
+59
15
$2.8M 1.92%
37,000
+1,509
16
$2.53M 1.74%
6,000
-127
17
$2.27M 1.56%
20,000
+6,200
18
$1.81M 1.24%
20,000
+8,020
19
$1.59M 1.09%
6,000
+15
20
$1.49M 1.02%
16,000
-162
21
$1.42M 0.98%
14,000
+553
22
$1.41M 0.97%
5,000
+244
23
$1.39M 0.95%
25,000
+430
24
$1.37M 0.94%
12,000
-842
25
$1.35M 0.92%
12,000
+148
1
2 3 4 5