WWM

Wagner Wealth Management Portfolio holdings

AUM $431M
1-Year Est. Return 8.1%
This Quarter Est. Return
1 Year Est. Return
+8.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$370M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$6.76M
3
+$3.27M
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$2.21M
5
JMEE icon
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
+$1.4M

Top Sells

1
+$1.13M
2
+$762K
3
+$705K
4
AMZN icon
Amazon
AMZN
+$662K
5
DUK icon
Duke Energy
DUK
+$640K

Sector Composition

1 Financials 7.18%
2 Technology 4.18%
3 Communication Services 2.01%
4 Consumer Discretionary 1%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
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