WWM
Wagner Wealth Management Portfolio holdings
AUM
$439M
This Quarter Return
+4.15%
1 Year Return
+9.17%
3 Year Return
+31.26%
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+8.3%)
Cap. Flow
+$6.81M
Cap. Flow
% of AUM
4.54%
Top 10 Holdings %
Top 10 Hldgs %
27.42%
Holding
769
New
65
Increased
164
Reduced
82
Closed
30
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.88% |
| 2 | Consumer Staples | 5.67% |
| 3 | Financials | 4.82% |
| 4 | Communication Services | 3.07% |
| 5 | Healthcare | 2.89% |
