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
$1.45B
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$8.81M
3 +$7.58M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$7.12M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.31M

Top Sells

1 +$14.8M
2 +$3.65M
3 +$2.36M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.01M
5
RYAN icon
Ryan Specialty Holdings
RYAN
+$1.67M

Sector Composition

1 Technology 6.14%
2 Financials 5.46%
3 Healthcare 2.79%
4 Consumer Staples 2.1%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-10,000
277
-4,240
278
-1,183