WWP

Wise Wealth Partners Portfolio holdings

AUM $65.5M
1-Year Est. Return 20.99%
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$41.9M
AUM Growth
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.86M
3
+$1.13M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$545K
5
CRWD icon
CrowdStrike
CRWD
+$277K

Top Sells

1
+$2.31M
2
+$1.2M
3
+$1.13M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$312K
5
MSFT icon
Microsoft
MSFT
+$278K

Sector Composition

1 Technology 6.98%
2 Financials 3.42%
3 Consumer Discretionary 1.88%
4 Communication Services 1.38%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$418K 1%
2,223
+378
27
$387K 0.92%
5,544
+47
28
$372K 0.89%
450
+1
29
$359K 0.86%
1,465
+7
30
$355K 0.85%
1,597
+2
31
$347K 0.83%
602
32
$341K 0.82%
1,185
-57
33
$335K 0.8%
2,280
+11
34
$309K 0.74%
2,922
+12
35
$304K 0.73%
866
+1
36
$302K 0.72%
5,368
+26
37
$296K 0.71%
3,484
-27
38
$280K 0.67%
5,476
-15
39
$276K 0.66%
1,382
+3
40
$271K 0.65%
739
+4
41
$259K 0.62%
+999
42
$258K 0.62%
1,357
43
$252K 0.6%
2,121
+19
44
$236K 0.56%
+2,385
45
$229K 0.55%
1,466
+2
46
$229K 0.55%
5,267
47
$213K 0.51%
367
48
$202K 0.48%
+369
49
– –
-24,876
50
– –
-660
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