WWM
Wagner Wealth Management Portfolio holdings
AUM
$439M
1-Year Return
9.17%
This Quarter Return
+5.2%
1 Year Return
+9.17%
3 Year Return
+31.26%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$12.2M
(+9.6%)
Cap. Flow
+$6.33M
Cap. Flow
% of AUM
4.54%
Top 10 Holdings %
Top 10 Hldgs %
29.56%
Holding
741
New
74
Increased
190
Reduced
114
Closed
41
Top Buys
| 1 |
HYLV
IQ S&P High Yield Low Volatility Bond ETF
HYLV
|
$1.09M |
| 2 |
IBM
IBM
|
$711K |
| 3 |
AT&T
T
|
$606K |
| 4 |
AbbVie
ABBV
|
$445K |
| 5 |
PTRA
Proterra Inc. Common Stock
PTRA
|
$444K |
Top Sells
Sector Composition
| 1 | Technology | 9.44% |
| 2 | Financials | 6.24% |
| 3 | Consumer Discretionary | 3.55% |
| 4 | Healthcare | 3.36% |
| 5 | Communication Services | 3.05% |
