FWWM
Fiscal Wisdom Wealth Management Portfolio holdings
AUM
$104M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$104M
AUM Growth
-$1.97M
(-1.9%)
Holding
103
Top Buys
| 1 | +$1.92M | |
| 2 | +$697K | |
| 3 | +$691K | |
| 4 |
Warby Parker
WRBY
|
+$676K |
| 5 |
First Trust Long/Short Equity ETF
FTLS
|
+$628K |
Top Sells
| 1 | +$16.2M | |
| 2 | +$4.69M | |
| 3 | +$3.17M | |
| 4 |
Equinox Gold
EQX
|
+$1.5M |
| 5 |
Dakota Gold
DC
|
+$1.47M |
Sector Composition
| 1 | Materials | 49.31% |
| 2 | Technology | 4.7% |
| 3 | Industrials | 2.96% |
| 4 | Consumer Staples | 1.63% |
| 5 | Consumer Discretionary | 1.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Palantir
PLTR
$320B
| – | – |
-1,251
|
|
||
102
Simplify Volatility Premium ETF
SVOL
$557M
| – | – |
-15,715
|
|
||
103
Vanguard Total International Stock ETF
VXUS
$150B
| – | – |
-2,785
|
|