Wms Partners, LLC
CIK Number: 0001480916
1.78B
Market Value
291
# of Holdings
21 months
Avg. Holding Period
36.89%
Win Rate
42.95%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AVDE | Avantis Internationa... | 69.02 | +0.25% | 1.98M | +6.80% | 121.61M | 55.04 | 6.81% |
| 2 | VTI | Vanguard Total Stock... | 272.59 | +0.58% | 414.16K | -1.09% | 120.03M | 230.18 | 6.73% |
| 3 | GSLC | Goldman Sachs Active... | 109.09 | +0.57% | 957.16K | +7.24% | 110.25M | 86.76 | 6.18% |
| 4 | TROW | T. Rowe Price Group,... | 88.85 | +0.14% | 959.35K | -9.34% | 108.49M | 113.3 | 6.08% |
| 5 | GSIE | Goldman Sachs Active... | 37.31 | +0.30% | 3.1M | +5.40% | 103.34M | 29.17 | 5.79% |
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