WP
WMS Partners Portfolio holdings
AUM
$1.78B
1-Year Est. Return
11.82%
This Fund
S&P 500
1 Year Est. Return
+11.82%
AUM
$1.78B
AUM Growth
+$225M
(+14%)
Holding
316
Top Buys
| 1 | +$12.3M | |
| 2 | +$10.1M | |
| 3 | +$9.78M | |
| 4 |
Avantis US Mid Cap Equity ETF
AVMC
|
+$9.73M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$7.54M |
Top Sells
| 1 | +$5.83M | |
| 2 | +$3.28M | |
| 3 | +$2.11M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$1.43M |
| 5 |
Align Technology
ALGN
|
+$1.21M |
Sector Composition
| 1 | Financials | 9.63% |
| 2 | Technology | 7.05% |
| 3 | Healthcare | 2.2% |
| 4 | Consumer Staples | 1.98% |
| 5 | Communication Services | 1.81% |
