WWM
Wagner Wealth Management Portfolio holdings
AUM
$439M
1-Year Return
9.17%
This Quarter Return
+0.77%
1 Year Return
+9.17%
3 Year Return
+31.26%
5 Year Return
–
10 Year Return
–
AUM
$334M
AUM Growth
+$6.3M
(+1.9%)
Cap. Flow
+$5.03M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
52.41%
Holding
275
New
27
Increased
121
Reduced
52
Closed
14
Top Buys
Top Sells
| 1 |
AT&T
T
|
$1.52M |
| 2 |
Franklin Resources
BEN
|
$1.37M |
| 3 |
Verizon
VZ
|
$1.17M |
| 4 |
First Trust Nasdaq Bank ETF
FTXO
|
$1.11M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
$1.09M |
Sector Composition
| 1 | Financials | 8.68% |
| 2 | Technology | 5.42% |
| 3 | Communication Services | 2.22% |
| 4 | Energy | 1.29% |
| 5 | Consumer Discretionary | 1.2% |
