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
$197M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$372K
3
+$347K
4
AVGO icon
Broadcom
AVGO
+$321K
5
PANW icon
Palo Alto Networks
PANW
+$288K

Top Sells

1
+$1.76M
2
+$1.18M
3
+$508K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$409K
5
AAPL icon
Apple
AAPL
+$345K

Sector Composition

1 Technology 25.35%
2 Consumer Discretionary 6.57%
3 Healthcare 3.84%
4 Energy 3.17%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 8.78%
38,928
+138
2
$17.3M 8.77%
191,110
-19,450
3
$10.7M 5.42%
20,304
-966
4
$9.72M 4.94%
23,101
+403
5
$9.68M 4.92%
56,451
-2,014
6
$8.26M 4.19%
196,521
+5,111
7
$6.64M 3.37%
32,371
+209
8
$6M 3.04%
63,962
-3,670
9
$5.37M 2.73%
92,667
+1,817
10
$5.18M 2.63%
28,716
-366
11
$4.21M 2.14%
34,781
-3,378
12
$3.87M 1.96%
42,767
-910
13
$3.84M 1.95%
33,003
+5
14
$3.08M 1.56%
36,825
-1,134
15
$3.02M 1.53%
27,295
-1,826
16
$2.96M 1.51%
19,469
+365
17
$2.87M 1.46%
5,487
-115
18
$2.72M 1.38%
21,843
+14
19
$2.71M 1.38%
35,857
-1,129
20
$2.46M 1.25%
6,412
-398
21
$2.38M 1.21%
7,911
-131
22
$2.25M 1.14%
3,075
+88
23
$2.24M 1.14%
11,198
-282
24
$2.09M 1.06%
13,242
+210
25
$2.06M 1.04%
11,693
+223
1
2 3 4 5