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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
$135M
AUM Growth
+$9.31M
(+7.4%)
Holding
800
Top Buys
| 1 | +$3.85M | |
| 2 | +$3.22M | |
| 3 | +$1.32M | |
| 4 |
HFSI
Hartford Strategic Income ETF
HFSI
|
+$1.25M |
| 5 |
Hartford Schroders Tax-Aware Bond ETF
HTAB
|
+$1.22M |
Top Sells
| 1 | +$628K | |
| 2 | +$484K | |
| 3 | +$338K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$334K |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$312K |
Sector Composition
| 1 | Technology | 10.1% |
| 2 | Financials | 5.29% |
| 3 | Healthcare | 3.03% |
| 4 | Communication Services | 3.01% |
| 5 | Energy | 2.97% |