Wms Partners, LLC
CIK Number: 0001480916
1.78B
Market Value
267
# of Holdings
21 months
Avg. Holding Period
66.90%
Win Rate
36.24%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 299.93 | -0.05% | 418.72K | +4.73% | 118.56M | 230.18 | 6.65% | |
| 2 | Price T Rowe Gr... | 119.59 | -0.11% | 1.06M | +2.79% | 115.27M | 113.3 | 6.46% | |
| 3 | Goldman Sachs E... | 34.55 | -0.20% | 2.94M | +4.69% | 106.37M | 28.95 | 5.96% | |
| 4 | Goldman Sachs E... | 119.27 | -0.16% | 892.55K | +6.91% | 100.81M | 84.7 | 5.65% | |
| 5 | American Centy ... | 101.96 | -0.71% | 729.56K | +4.55% | 70.00M | 77.03 | 3.92% |
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