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
$126M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.66%
2 Financials 5.08%
3 Communication Services 4.3%
4 Healthcare 3.68%
5 Energy 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$5K ﹤0.01%
+140
527
$5K ﹤0.01%
+23
528
$5K ﹤0.01%
+60
529
$5K ﹤0.01%
+8
530
$5K ﹤0.01%
+375
531
$5K ﹤0.01%
+204
532
$5K ﹤0.01%
+51
533
$5K ﹤0.01%
+100
534
$5K ﹤0.01%
+100
535
$5K ﹤0.01%
+160
536
$5K ﹤0.01%
+117
537
$5K ﹤0.01%
67
-67
538
$4K ﹤0.01%
+370
539
$4K ﹤0.01%
+673
540
$4K ﹤0.01%
+42
541
$4K ﹤0.01%
+508
542
$4K ﹤0.01%
+48
543
$4K ﹤0.01%
+66
544
$4K ﹤0.01%
+15
545
$4K ﹤0.01%
+74
546
$4K ﹤0.01%
+197
547
$4K ﹤0.01%
148
+1
548
$4K ﹤0.01%
244
+1
549
$4K ﹤0.01%
+140
550
$4K ﹤0.01%
+128