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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
$150M
AUM Growth
+$11.5M
(+8.3%)
Holding
769
Top Buys
| 1 | +$1.83M | |
| 2 | +$1.57M | |
| 3 | +$1.29M | |
| 4 |
AT&T
T
|
+$1.06M |
| 5 |
CLRG
IndexIQ ETF Trust IQ U.S. Large Cap ETF
CLRG
|
+$764K |
Top Sells
| 1 | +$1.49M | |
| 2 | +$795K | |
| 3 | +$515K | |
| 4 |
QGTA
IQ Leaders GTAA Tracker ETF
QGTA
|
+$477K |
| 5 |
HNW
Pioneer Diversified High Income Fund
HNW
|
+$430K |
Sector Composition
| 1 | Technology | 5.88% |
| 2 | Consumer Staples | 5.67% |
| 3 | Financials | 4.83% |
| 4 | Communication Services | 3.07% |
| 5 | Consumer Discretionary | 2.88% |