WP

WMS Partners Portfolio holdings

AUM $1.78B
1-Year Est. Return 11.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$793M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Sells

1 +$3.76M
2 +$1.63M
3 +$1.32M
4
PWR icon
Quanta Services
PWR
+$659K
5
LM
Legg Mason, Inc.
LM
+$448K

Sector Composition

1 Industrials 15.71%
2 Technology 15.08%
3 Healthcare 10.76%
4 Financials 8.4%
5 Real Estate 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
0
202
-4,834
203
-10,162