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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
$126M
AUM Growth
-$17.5M
(-12%)
Holding
742
Top Buys
| 1 | +$2.75M | |
| 2 | +$2.3M | |
| 3 | +$2.08M | |
| 4 |
HFSI
Hartford Strategic Income ETF
HFSI
|
+$1.8M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.49M |
Top Sells
| 1 | +$3.12M | |
| 2 | +$2.9M | |
| 3 | +$2.49M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
+$2.45M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$2.31M |
Sector Composition
| 1 | Technology | 11.66% |
| 2 | Financials | 5.08% |
| 3 | Communication Services | 4.3% |
| 4 | Healthcare | 3.68% |
| 5 | Energy | 2.94% |