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
701
-100
702
$0 ﹤0.01%
+80
703
$0 ﹤0.01%
+8
704
$0 ﹤0.01%
+7
705
$0 ﹤0.01%
+7
706
$0 ﹤0.01%
+3
707
$0 ﹤0.01%
+15
708
$0 ﹤0.01%
1
-553
709
-75
710
-300
711
$0 ﹤0.01%
89
712
$0 ﹤0.01%
1
713
-2,600
714
-35
715
-11
716
-58
717
-33
718
-30
719
-128
720
-2
721
$0 ﹤0.01%
7
722
-500
723
-368
724
-318
725
-294