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WWMSC
Wagner Wealth Management (South Carolina) Portfolio holdings
AUM
$495M
1-Year Est. Return
8.72%
This Fund
S&P 500
1 Year Est. Return
+8.72%
AUM
$127M
AUM Growth
+$22M
(+21%)
Holding
679
Top Buys
| 1 | +$763K | |
| 2 | +$711K | |
| 3 | +$702K | |
| 4 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$681K |
| 5 |
AT&T
T
|
+$679K |
Top Sells
| 1 | +$3.19M | |
| 2 | +$1.79M | |
| 3 | +$1.01M | |
| 4 |
SYE
SPDR MFS Systematic Core Equity ETF of SSgA Active Trust
SYE
|
+$989K |
| 5 |
UCB
United Community Banks
UCB
|
+$905K |
Sector Composition
| 1 | Technology | 8.04% |
| 2 | Financials | 6.16% |
| 3 | Consumer Discretionary | 3.16% |
| 4 | Communication Services | 2.72% |
| 5 | Healthcare | 2.6% |