We are live on ! Find out more
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
$131M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 6.5%
2 Technology 5.63%
3 Financials 5.57%
4 Consumer Discretionary 2.57%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
0
802
0
803
0
804
0
805
0
806
0
807
$0 ﹤0.01%
+27
808
0
809
$0 ﹤0.01%
+7
810
-600
811
0
812
-16
813
0
814
-181
815
0
816
0
817
0
818
0
819
$0 ﹤0.01%
+16
820
0
821
0
822
-264
823
-20
824
-20
825
0