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
$577M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$6.53M
2 +$4.21M
3 +$3.65M
4
MDXG icon
MiMedx Group
MDXG
+$741K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$647K

Top Sells

1 +$2.28M
2 +$1.98M
3 +$999K
4
CTS icon
CTS Corp
CTS
+$956K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$850K

Sector Composition

1 Technology 17.61%
2 Healthcare 11.94%
3 Financials 8.87%
4 Consumer Staples 7.13%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-40,000