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
$120M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$383K
3
+$370K
4
DVN icon
Devon Energy
DVN
+$260K
5
MSFT icon
Microsoft
MSFT
+$237K

Top Sells

1
+$265K
2
+$260K
3
+$251K
4
VZ icon
Verizon
VZ
+$236K
5
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$232K

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 6.15%
3 Healthcare 5.4%
4 Financials 3.99%
5 Energy 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.79M 7.33%
33,000
+3,000
2
$7.65M 6.38%
20,000
+1,000
3
$7.55M 6.3%
58,000
-2,000
4
$6.05M 5.04%
175,000
-1,000
5
$5.45M 4.55%
23,000
+1,000
6
$4.99M 4.17%
68,000
+2,000
7
$4.51M 3.76%
42,000
+1,000
8
$4.11M 3.42%
172,000
+3,000
9
$3.77M 3.14%
260,000
+10,000
10
$3.64M 3.04%
30,000
11
$3.35M 2.8%
47,000
-3,000
12
$2.76M 2.3%
29,000
13
$2.69M 2.24%
38,000
+1,000
14
$2.23M 1.86%
6,000
15
$2.05M 1.71%
6,000
16
$2.02M 1.69%
11,000
17
$1.98M 1.65%
24,000
+1,000
18
$1.93M 1.61%
17,000
-1,000
19
$1.44M 1.2%
5,000
20
$1.36M 1.14%
15,000
+1,000
21
$1.35M 1.12%
10,000
22
$1.29M 1.08%
10,000
23
$1.22M 1.02%
2,000
24
$1.12M 0.94%
12,000
-1,000
25
$1.07M 0.89%
3,000
1
2 3 4 5