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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
$127M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1 +$763K
2 +$711K
3 +$702K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$681K
5
T icon
AT&T
T
+$679K

Sector Composition

1 Technology 8.04%
2 Financials 6.16%
3 Consumer Discretionary 3.16%
4 Communication Services 2.72%
5 Healthcare 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$2K ﹤0.01%
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602
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603
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+521
609
$2K ﹤0.01%
110
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611
$2K ﹤0.01%
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$2K ﹤0.01%
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616
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+8