WWMSC
Wagner Wealth Management (South Carolina) Portfolio holdings
AUM
$471M
1-Year Est. Return
9.56%
This Fund
S&P 500
1 Year Est. Return
+9.56%
AUM
$272M
AUM Growth
+$10.4M
(+4%)
Holding
226
Top Buys
| 1 | +$2.76M | |
| 2 | +$2.47M | |
| 3 | +$2.46M | |
| 4 |
HFSI
Hartford Strategic Income ETF
HFSI
|
+$1.99M |
| 5 |
FCT
First Trust Senior Floating Rate Income Fund II
FCT
|
+$1.23M |
Top Sells
| 1 | +$1.18M | |
| 2 | +$367K | |
| 3 | +$273K | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$271K |
| 5 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
+$214K |
Sector Composition
| 1 | Financials | 7.76% |
| 2 | Technology | 6.32% |
| 3 | Communication Services | 2.21% |
| 4 | Energy | 1.87% |
| 5 | Consumer Staples | 1.25% |