WMS Partners, LLC

Portfolio Profile

CIK: 0001480916 | TOWSON, MD

Investment Profile

Style

Growth

Turnover

Very Low

Orientation

—

$0

AUM

1

Positions

0%

Top 10 Conc.

0%

Top 25 Conc.

Top Holdings

#	Security	Shares	Value	% of Portfolio
1		0	$0	0.00%

Sector Allocation

Latest filing, equity positions only

Unclassified0% · $0

Sector Rotation

Quarter-over-quarter weight changes

Sector	Prev %	Curr %	Change
Unclassified	0%	0%	0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap Size	Prev %	Curr %	Change
Unclassified	0%

AUM History

$1.0B | 274 pos.

$1.1B | 278 pos.

$1.3B | 287 pos.

$1.3B | 258 pos.

$1.4B | 254 pos.

$1.5B | 268 pos.