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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
$139M
AUM Growth
+$7.41M
(+5.6%)
Holding
738
Top Buys
| 1 | +$743K | |
| 2 | +$668K | |
| 3 | +$609K | |
| 4 |
PCI
PIMCO Dynamic Credit and Mortgage Income Fund
PCI
|
+$552K |
| 5 |
QGTA
IQ Leaders GTAA Tracker ETF
QGTA
|
+$537K |
Top Sells
| 1 | +$7.44M | |
| 2 | +$943K | |
| 3 | +$724K | |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
+$666K |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
+$532K |
Sector Composition
| 1 | Consumer Staples | 5.76% |
| 2 | Technology | 5.53% |
| 3 | Financials | 4.76% |
| 4 | Consumer Discretionary | 2.53% |
| 5 | Healthcare | 2.38% |