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
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$7.52M
2 +$4.51M
3 +$4.48M
4
AAPL icon
Apple
AAPL
+$4.4M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$3.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.16%
2 Financials 4.6%
3 Consumer Discretionary 2.11%
4 Healthcare 1.8%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$3K ﹤0.01%
+50
202
$2K ﹤0.01%
+110
203
$2K ﹤0.01%
+41
204
$2K ﹤0.01%
+47
205
$1K ﹤0.01%
+13
206
$1K ﹤0.01%
+10
207
$1K ﹤0.01%
+42
208
$1K ﹤0.01%
+10
209
$1K ﹤0.01%
+10