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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
$131M
AUM Growth
-$2.55M
(-1.9%)
Holding
893
Top Buys
| 1 | +$7.43M | |
| 2 | +$1.05M | |
| 3 | +$713K | |
| 4 |
QGTA
IQ Leaders GTAA Tracker ETF
QGTA
|
+$604K |
| 5 |
SYV
SPDR MFS Systematic Value Equity ETF of SSgA Active Trust
SYV
|
+$379K |
Top Sells
| 1 | +$2.11M | |
| 2 | +$753K | |
| 3 | +$366K | |
| 4 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
+$337K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$321K |
Sector Composition
| 1 | Consumer Staples | 6.5% |
| 2 | Technology | 5.63% |
| 3 | Financials | 5.57% |
| 4 | Consumer Discretionary | 2.57% |
| 5 | Healthcare | 2.22% |