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
$1.01B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$27.8M
3
+$22.6M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$19.6M
5
VT icon
Vanguard Total World Stock ETF
VT
+$17M

Top Sells

1
+$9.78M
2
+$6.03M
3
+$2.39M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.04M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.99M

Sector Composition

1 Financials 9.99%
2 Technology 8.09%
3 Healthcare 5.66%
4 Consumer Staples 3.83%
5 Communication Services 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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