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
$139M
AUM Growth
+$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 5.76%
2 Technology 5.53%
3 Financials 4.76%
4 Consumer Discretionary 2.53%
5 Healthcare 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$8K 0.01%
105
+80
427
$8K 0.01%
+217
428
$8K 0.01%
100
429
$7K 0.01%
+140
430
$7K 0.01%
65
431
$7K 0.01%
1,174
+22
432
$7K 0.01%
+25
433
$7K 0.01%
508
434
$7K 0.01%
500
435
$7K 0.01%
+550
436
$7K 0.01%
402
437
$7K 0.01%
6
438
$7K 0.01%
70
439
$7K 0.01%
+495
440
$7K 0.01%
23
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441
$7K 0.01%
30
442
$7K 0.01%
224
443
$7K 0.01%
80
444
$6K ﹤0.01%
+234
445
$6K ﹤0.01%
150
446
$6K ﹤0.01%
200
447
$6K ﹤0.01%
+157
448
$6K ﹤0.01%
+200
449
$6K ﹤0.01%
360
450
$6K ﹤0.01%
923