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
$206M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$843K
2
+$674K
3
+$610K
4
META icon
Meta Platforms (Facebook)
META
+$564K
5
WFC icon
Wells Fargo
WFC
+$420K

Top Sells

1
+$1.3M
2
+$1.13M
3
+$1.06M
4
NVDA icon
NVIDIA
NVDA
+$645K
5
BLK icon
Blackrock
BLK
+$628K

Sector Composition

1 Technology 28.89%
2 Consumer Discretionary 5.61%
3 Energy 3.08%
4 Healthcare 3.02%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23M 11.17%
185,891
-5,219
2
$18.8M 9.16%
39,328
+400
3
$11.8M 5.75%
56,128
-323
4
$11.3M 5.48%
20,591
+287
5
$10.3M 4.99%
22,967
-134
6
$8.73M 4.25%
198,716
+2,195
7
$7.02M 3.41%
34,262
+1,891
8
$5.8M 2.82%
62,662
-1,300
9
$5.74M 2.79%
29,681
+965
10
$5.69M 2.77%
93,118
+451
11
$4.02M 1.96%
33,928
-853
12
$3.85M 1.87%
33,416
+413
13
$3.81M 1.85%
43,250
+483
14
$3.55M 1.73%
19,340
-129
15
$2.99M 1.45%
5,489
+2
16
$2.98M 1.45%
35,473
-1,352
17
$2.9M 1.41%
27,170
-125
18
$2.7M 1.31%
21,910
+67
19
$2.64M 1.29%
35,939
+82
20
$2.64M 1.29%
13,362
+1,669
21
$2.57M 1.25%
3,018
-57
22
$2.28M 1.11%
9,658
+97
23
$2.25M 1.09%
11,102
-96
24
$2.22M 1.08%
6,454
+42
25
$2.2M 1.07%
14,047
+805
1
2 3 4 5