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
$360M
AUM Growth
-$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.96M
3
+$711K
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$564K
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$536K

Top Sells

1
+$1.79M
2
+$1.74M
3
+$1.23M
4
AMLP icon
Alerian MLP ETF
AMLP
+$817K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$704K

Sector Composition

1 Technology 16.31%
2 Financials 9.66%
3 Healthcare 8.62%
4 Consumer Staples 8.28%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
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