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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
This Quarter Est. Return
1 Year Est. Return
+8.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 6.5%
2 Technology 5.63%
3 Financials 5.57%
4 Consumer Discretionary 2.57%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$14K 0.01%
340
+23
327
$14K 0.01%
140
328
$14K 0.01%
+280
329
$14K 0.01%
855
-25
330
$14K 0.01%
+200
331
$14K 0.01%
166
+55
332
$14K 0.01%
173
333
$14K 0.01%
85
+35
334
$14K 0.01%
+80
335
$14K 0.01%
400
336
$13K 0.01%
200
+42
337
$13K 0.01%
96
338
$13K 0.01%
900
339
$13K 0.01%
325
340
$13K 0.01%
263
+45
341
$13K 0.01%
841
+174
342
$13K 0.01%
72
343
$13K 0.01%
69
+11
344
$13K 0.01%
180
+11
345
$13K 0.01%
1,200
346
$13K 0.01%
633
-300
347
$13K 0.01%
766
348
$12K 0.01%
1,000
349
$12K 0.01%
350
350
$12K 0.01%
288