WWM
Wagner Wealth Management Portfolio holdings
AUM
$439M
This Quarter Return
+5.51%
1 Year Return
+9.17%
3 Year Return
+31.26%
5 Year Return
–
10 Year Return
–
AUM
$370M
AUM Growth
+$370M
(+11%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
5.39%
Top 10 Holdings %
Top 10 Hldgs %
57.32%
Holding
270
New
10
Increased
106
Reduced
64
Closed
43
Top Buys
Top Sells
| 1 |
Energy Transfer Partners
ET
|
$1.13M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$762K |
| 3 |
Apple
AAPL
|
$705K |
| 4 |
Amazon
AMZN
|
$662K |
| 5 |
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% |
