FWWM
Fiscal Wisdom Wealth Management Portfolio holdings
AUM
$106M
1 Year Est. Return
–
AUM
$106M
AUM Growth
–
Holding
82
Top Buys
| 1 | +$39.8M | |
| 2 | +$6.8M | |
| 3 | +$3.8M | |
| 4 |
Dakota Gold
DC
|
+$3.66M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$3.57M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 58.63% |
| 2 | Technology | 6.16% |
| 3 | Industrials | 3.81% |
| 4 | Consumer Discretionary | 1.98% |
| 5 | Consumer Staples | 1.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Berkshire Hathaway Class B
BRK.B
$1.11T
| $202K | 0.19% |
+411
|
|
||
77
AGF US Market Neutral Anti-Beta Fund
BTAL
$379M
| $158K | 0.15% |
+10,090
|
|
||
78
Nuveen California Quality Municipal Income Fund
NAC
$1.78B
| $140K | 0.13% |
+11,901
|
|
||
|
NFGC
79
New Found Gold
NFGC
$503M
| $84.5K | 0.08% |
+40,280
|
|
||
80
Microvision
MVIS
$279M
| $44.3K | 0.04% |
+37,500
|
|
||
81
Plug Power
PLUG
$3.46B
| $30.7K | 0.03% |
+10,500
|
|
||
|
GPUS
82
Hyperscale Data Inc
GPUS
$99.5M
| $7.7K | 0.01% |
+20,000
|
|