WP

WMS Partners Portfolio holdings

AUM $1.78B
1-Year Est. Return 11.79%
This Quarter Est. Return
1 Year Est. Return
+11.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$648M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Sells

1 +$8.94M
2 +$1.91M
3 +$1.47M
4
ABBV icon
AbbVie
ABBV
+$1.45M
5
GLD icon
SPDR Gold Trust
GLD
+$1.41M

Sector Composition

1 Industrials 19.2%
2 Technology 15.74%
3 Healthcare 11.33%
4 Financials 9.52%
5 Energy 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-44,203
252
-2,775
253
-2,299