WWM

Wagner Wealth Management Portfolio holdings

AUM $439M
1-Year Est. Return 9.17%
This Quarter Est. Return
1 Year Est. Return
+9.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.1%
2 Financials 5.29%
3 Healthcare 3.03%
4 Communication Services 3.01%
5 Energy 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$16K 0.01%
118
352
$16K 0.01%
288
353
$16K 0.01%
301
+1
354
$16K 0.01%
856
355
$16K 0.01%
403
-1,352
356
$16K 0.01%
115
357
$15K 0.01%
82
358
$15K 0.01%
400
359
$15K 0.01%
174
-260
360
$15K 0.01%
+571
361
$15K 0.01%
47
362
$15K 0.01%
+259
363
$15K 0.01%
397
364
$15K 0.01%
210
+40
365
$15K 0.01%
106
366
$15K 0.01%
374
+114
367
$14K 0.01%
175
368
$14K 0.01%
214
+1
369
$14K 0.01%
1,550
370
$14K 0.01%
339
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371
$14K 0.01%
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372
$14K 0.01%
1,002
373
$14K 0.01%
+705
374
$14K 0.01%
62
375
$14K 0.01%
200