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
$1.56B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1 +$76.7M
2 +$7.54M
3 +$7.08M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$6.76M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$6.64M

Sector Composition

1 Financials 9.94%
2 Technology 6.38%
3 Healthcare 2.42%
4 Communication Services 2.1%
5 Consumer Staples 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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