WWM
Wagner Wealth Management Portfolio holdings
AUM
$439M
1-Year Return
9.17%
This Quarter Return
+2.34%
1 Year Return
+9.17%
3 Year Return
+31.26%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$133M
Cap. Flow
% of AUM
99.17%
Top 10 Holdings %
Top 10 Hldgs %
29.92%
Holding
819
New
534
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Coca-Cola
KO
|
+$8.17M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$4.21M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$3.98M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$3.97M |
| 5 |
QGTA
IQ Leaders GTAA Tracker ETF
QGTA
|
+$3.97M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 7.14% |
| 2 | Financials | 5.8% |
| 3 | Technology | 4.74% |
| 4 | Consumer Discretionary | 2.45% |
| 5 | Healthcare | 2.43% |
