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
$179M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$332K
3
+$277K
4
AVGO icon
Broadcom
AVGO
+$276K
5
AXP icon
American Express
AXP
+$228K

Top Sells

1
+$416K
2
+$262K
3
+$235K
4
APA icon
APA Corp
APA
+$232K
5
BABA icon
Alibaba
BABA
+$224K

Sector Composition

1 Technology 22.66%
2 Consumer Discretionary 7.5%
3 Healthcare 3.79%
4 Financials 3.14%
5 Energy 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 8.86%
38,790
-95
2
$11.3M 6.28%
58,465
-1,063
3
$10.4M 5.82%
210,560
+3,000
4
$10.2M 5.67%
21,270
+5
5
$8.54M 4.76%
22,698
-416
6
$7.47M 4.17%
191,410
+3,449
7
$6M 3.35%
32,162
+342
8
$5.77M 3.22%
67,632
-1,625
9
$5.12M 2.86%
90,850
-391
10
$4.42M 2.46%
29,082
-63
11
$4.26M 2.38%
38,159
-451
12
$3.68M 2.05%
43,677
+429
13
$3.3M 1.84%
32,998
-44
14
$3.15M 1.76%
29,121
-187
15
$2.96M 1.65%
37,959
-1,103
16
$2.85M 1.59%
11,470
+540
17
$2.69M 1.5%
19,104
+574
18
$2.66M 1.49%
5,602
+39
19
$2.52M 1.41%
36,986
-659
20
$2.45M 1.37%
21,829
-274
21
$2.36M 1.32%
6,810
+88
22
$2.12M 1.18%
8,042
+12
23
$1.97M 1.1%
2,987
-67
24
$1.95M 1.09%
11,480
-321
25
$1.94M 1.08%
13,032
+652
1
2 3 4 5