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
$682M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.27M
3
+$2.11M
4
SKLZ icon
Skillz
SKLZ
+$1.73M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.3M

Top Sells

1
+$1.72M
2
+$1.24M
3
+$1.04M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$711K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$514K

Sector Composition

1 Technology 15.78%
2 Financials 9.43%
3 Healthcare 9.12%
4 Communication Services 6.12%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$27K ﹤0.01%
104
277
$21K ﹤0.01%
3,000
278
$5K ﹤0.01%
+10,000
279
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-815
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284
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285
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287
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288
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290
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292
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293
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298
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