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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
$143M
AUM Growth
+$12.3M
(+9.4%)
Holding
712
Top Buys
| 1 | +$10.4M | |
| 2 | +$3.79M | |
| 3 | +$3.59M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
+$3.01M |
| 5 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$2.59M |
Top Sells
| 1 | +$3.28M | |
| 2 | +$2.56M | |
| 3 | +$1.26M | |
| 4 |
BGB
Blackstone Strategic Credit 2027 Term Fund
BGB
|
+$847K |
| 5 |
BGX
Blackstone Long-Short Credit Income Fund
BGX
|
+$804K |
Sector Composition
| 1 | Technology | 9.42% |
| 2 | Financials | 5.58% |
| 3 | Consumer Discretionary | 2.64% |
| 4 | Healthcare | 2.33% |
| 5 | Energy | 1.63% |