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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
576
$1K ﹤0.01%
+13
577
$1K ﹤0.01%
+5
578
$1K ﹤0.01%
+81
579
$1K ﹤0.01%
+18
580
$1K ﹤0.01%
+14
581
$1K ﹤0.01%
+16
582
$1K ﹤0.01%
+112
583
$1K ﹤0.01%
+23
584
$1K ﹤0.01%
21
-60
585
$1K ﹤0.01%
+16
586
$1K ﹤0.01%
+5
587
$1K ﹤0.01%
9
588
$1K ﹤0.01%
4
589
$1K ﹤0.01%
+32
590
$1K ﹤0.01%
24
-276
591
$1K ﹤0.01%
+14
592
$1K ﹤0.01%
+12
593
$1K ﹤0.01%
+24
594
$1K ﹤0.01%
+8
595
$1K ﹤0.01%
100
596
$1K ﹤0.01%
+14
597
$1K ﹤0.01%
+14
598
$1K ﹤0.01%
+12
599
$1K ﹤0.01%
+7
600
$1K ﹤0.01%
+5