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
$400M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$666K
3 +$432K
4
AMZN icon
Amazon
AMZN
+$414K
5
BABA icon
Alibaba
BABA
+$307K

Sector Composition

1 Technology 12.95%
2 Financials 10.41%
3 Consumer Staples 8.97%
4 Healthcare 8.58%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-20,000