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
$232M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$989K
3
+$913K
4
TSLA icon
Tesla
TSLA
+$857K
5
AMZN icon
Amazon
AMZN
+$616K

Top Sells

1
+$541K
2
+$486K
3
+$436K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$281K
5
XOM icon
Exxon Mobil
XOM
+$265K

Sector Composition

1 Technology 28.88%
2 Consumer Discretionary 7.83%
3 Financials 2.95%
4 Healthcare 2.93%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.6M 10.62%
183,302
-3,620
2
$18.5M 7.97%
36,141
+448
3
$13.6M 5.87%
54,332
-130
4
$11.1M 4.79%
18,837
+103
5
$10M 4.32%
202,402
+1,723
6
$9.67M 4.17%
22,944
+339
7
$8.11M 3.5%
33,338
+107
8
$7.18M 3.1%
32,726
+2,806
9
$6.73M 2.9%
16,669
+2,123
10
$5.83M 2.52%
99,195
+97
11
$5.1M 2.2%
52,089
-5,523
12
$3.94M 1.7%
30,892
-1,721
13
$3.69M 1.59%
41,306
+2,774
14
$3.67M 1.58%
39,585
-3,031
15
$3.61M 1.56%
18,946
+115
16
$3.19M 1.38%
27,691
+739
17
$3.07M 1.33%
28,563
-2,463
18
$3.07M 1.32%
22,200
+343
19
$2.97M 1.28%
5,062
+39
20
$2.87M 1.24%
35,924
+207
21
$2.86M 1.24%
3,125
+114
22
$2.83M 1.22%
11,818
+565
23
$2.74M 1.18%
30,914
-804
24
$2.54M 1.1%
7,592
-165
25
$2.52M 1.09%
6,470
+75
1
2 3 4 5