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
$114M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$989K
3
+$691K
4
AMZN icon
Amazon
AMZN
+$519K
5
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$385K

Top Sells

1
+$763K
2
+$733K
3
+$728K
4
RIO icon
Rio Tinto
RIO
+$697K
5
MSFT icon
Microsoft
MSFT
+$554K

Sector Composition

1 Technology 16.65%
2 Consumer Discretionary 6.61%
3 Healthcare 4.95%
4 Financials 3.59%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.18M 7.14%
60,000
-1,000
2
$7.16M 6.26%
25,000
3
$6.96M 6.09%
19,000
-2,000
4
$6.12M 5.35%
+178,000
5
$5.54M 4.84%
20,000
-2,000
6
$4.37M 3.81%
60,000
-10,000
7
$4.33M 3.79%
40,000
-5,000
8
$3.68M 3.21%
29,000
+1,000
9
$3.65M 3.19%
157,000
-13,000
10
$3.58M 3.13%
50,000
-4,000
11
$3.5M 3.06%
230,000
+20,000
12
$2.78M 2.43%
30,000
-3,000
13
$2.4M 2.1%
7,000
+1,000
14
$2.3M 2.01%
35,000
-4,000
15
$2.18M 1.9%
21,000
+5,000
16
$2.16M 1.89%
9,000
-600
17
$1.69M 1.48%
6,000
18
$1.57M 1.37%
20,000
19
$1.55M 1.36%
11,000
-1,000
20
$1.49M 1.3%
17,000
-1,000
21
$1.28M 1.12%
5,000
22
$1.17M 1.02%
13,000
23
$1.13M 0.99%
2,000
24
$1.11M 0.97%
22,000
25
$1.11M 0.97%
7,000
1
2 3 4 5