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
$216M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.03M
3
+$1.02M
4
PLTR icon
Palantir
PLTR
+$898K
5
SHOP icon
Shopify
SHOP
+$854K

Top Sells

1
+$1.77M
2
+$1.07M
3
+$884K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$625K
5
BROS icon
Dutch Bros
BROS
+$532K

Sector Composition

1 Technology 27.6%
2 Consumer Discretionary 6.2%
3 Healthcare 3.59%
4 Financials 2.84%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.7M 10.52%
186,922
+1,031
2
$17.4M 8.08%
35,693
-3,635
3
$12.7M 5.88%
54,462
-1,666
4
$10.8M 5.01%
18,734
-1,857
5
$9.97M 4.62%
200,679
+1,963
6
$9.73M 4.51%
22,605
-362
7
$7.04M 3.26%
33,231
-1,031
8
$6.4M 2.97%
99,098
+5,980
9
$5.65M 2.62%
57,612
-5,050
10
$5.57M 2.58%
29,920
+239
11
$4.18M 1.94%
32,613
-1,315
12
$4.07M 1.89%
42,616
-634
13
$3.81M 1.76%
14,546
+1,184
14
$3.64M 1.69%
31,026
-2,390
15
$3.44M 1.6%
+38,532
16
$3.15M 1.46%
26,952
-218
17
$3.15M 1.46%
18,831
-509
18
$2.92M 1.35%
21,857
-53
19
$2.9M 1.34%
31,718
-3,755
20
$2.88M 1.34%
5,023
-466
21
$2.84M 1.32%
35,717
-222
22
$2.67M 1.24%
3,011
-7
23
$2.59M 1.2%
6,395
-59
24
$2.37M 1.1%
11,253
+151
25
$2.12M 0.98%
7,757
-286
1
2 3 4 5