WWP

Wise Wealth Partners Portfolio holdings

AUM $69.7M
1-Year Est. Return 23.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.9M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.75M
3
+$2.12M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$2.08M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.52M

Top Sells

1
+$2.91M
2
+$2.48M
3
+$2.15M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$2.13M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.92M

Sector Composition

1 Technology 6.98%
2 Financials 4.78%
3 Communication Services 1.96%
4 Consumer Discretionary 1.74%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$649K 1.08%
8,811
+912
27
$579K 0.97%
3,802
+1,522
28
$569K 0.95%
7,593
+3
29
$567K 0.95%
6,170
+2,686
30
$559K 0.93%
717
+267
31
$539K 0.9%
1,269
-90
32
$537K 0.9%
1,513
+647
33
$513K 0.86%
2,378
+996
34
$445K 0.74%
602
35
$443K 0.74%
789
+420
36
$433K 0.72%
+3,022
37
$432K 0.72%
1,069
-116
38
$431K 0.72%
4,121
+127
39
$430K 0.72%
+1,848
40
$430K 0.72%
+863
41
$429K 0.72%
5,544
42
$343K 0.57%
+2,414
43
$328K 0.55%
1,598
+1
44
$323K 0.54%
5,796
+428
45
$312K 0.52%
2,938
+16
46
$277K 0.46%
+5,845
47
$271K 0.45%
739
48
$271K 0.45%
5,173
-303
49
$229K 0.38%
2,122
+1
50
$221K 0.37%
5,267
1
2
3