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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
$131M
AUM Growth
+$5.37M
(+4.3%)
Holding
731
Top Buys
| 1 | +$8.19M | |
| 2 | +$513K | |
| 3 | +$463K | |
| 4 |
First Trust Preferred Securities and Income ETF
FPE
|
+$428K |
| 5 |
First Trust Short Duration Managed Municipal ETF
FSMB
|
+$396K |
Top Sells
| 1 | +$4.95M | |
| 2 | +$3.54M | |
| 3 | +$1.26M | |
| 4 |
First Trust Ultra Short Duration Municipal ETF
FUMB
|
+$474K |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$470K |
Sector Composition
| 1 | Technology | 11.94% |
| 2 | Financials | 7.33% |
| 3 | Healthcare | 4.53% |
| 4 | Consumer Discretionary | 4.18% |
| 5 | Energy | 2.62% |