WWP

Wise Wealth Partners Portfolio holdings

AUM $59.9M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$6.07M
3
+$2.88M
4
GLD icon
SPDR Gold Trust
GLD
+$2.77M
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$2.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.32%
2 Financials 2.56%
3 Communication Services 2.17%
4 Consumer Discretionary 1.44%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$352K 0.87%
+602
27
$349K 0.86%
+1,458
28
$347K 0.86%
+449
29
$342K 0.84%
+1,845
30
$310K 0.77%
+3,511
31
$307K 0.76%
+2,910
32
$306K 0.75%
+5,342
33
$305K 0.75%
+1,379
34
$298K 0.73%
+1,357
35
$295K 0.73%
+863
36
$293K 0.72%
+2,269
37
$286K 0.71%
+735
38
$281K 0.69%
+5,491
39
$279K 0.69%
+1,464
40
$278K 0.69%
+660
41
$273K 0.67%
+865
42
$248K 0.61%
+2,107
43
$229K 0.56%
+3,022
44
$226K 0.56%
+2,102
45
$212K 0.52%
+5,267
46
$212K 0.52%
+367
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