WWMP
Wagner Wealth Management (Pennsylvania) Portfolio holdings
AUM
$111M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$111M
AUM Growth
+$10.1M
(+9.9%)
Holding
130
Top Buys
| 1 | +$4.86M | |
| 2 | +$2.88M | |
| 3 | +$2.75M | |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$2M |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$1.99M |
Top Sells
| 1 | +$2.07M | |
| 2 | +$1.58M | |
| 3 | +$1.54M | |
| 4 |
iShares US Consumer Discretionary ETF
IYC
|
+$1.5M |
| 5 |
iShares Silver Trust
SLV
|
+$1.33M |
Sector Composition
| 1 | Technology | 6.21% |
| 2 | Industrials | 3.31% |
| 3 | Financials | 2.83% |
| 4 | Consumer Staples | 1.82% |
| 5 | Healthcare | 1.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
PPL Corp
PPL
$27B
| – | – |
-6,107
|
|
||
127
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$81.5M
| – | – |
-5,724
|
|
||
|
128
iShares Silver Trust
SLV
$36.1B
| – | – |
-20,675
|
|
||
129
S&P Global
SPGI
$122B
| – | – |
-971
|
|
||
130
State Street Blackstone Senior Loan ETF
SRLN
$5.25B
| – | – |
-23,324
|
|