WWP

Wise Wealth Partners Portfolio holdings

AUM $73.9M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.5M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.49M
3
+$1.35M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$492K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$479K

Top Sells

1
+$1.51M
2
+$1.36M
3
+$453K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$429K
5
CGMM
Capital Group U.S. Small and Mid Cap ETF
CGMM
+$224K

Sector Composition

1 Technology 6.56%
2 Financials 4.53%
3 Communication Services 2.2%
4 Consumer Discretionary 1.64%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$633K 0.97%
+6,397
27
$613K 0.93%
7,595
+2
28
$596K 0.91%
6,170
29
$594K 0.91%
5,076
30
$590K 0.9%
3,802
31
$575K 0.88%
2,378
32
$547K 0.83%
717
33
$516K 0.79%
1,513
34
$481K 0.73%
3,100
+78
35
$458K 0.7%
+5,544
36
$449K 0.69%
789
37
$447K 0.68%
863
38
$442K 0.68%
602
39
$441K 0.67%
4,146
+25
40
$407K 0.62%
1,598
41
$391K 0.6%
2,414
42
$389K 0.59%
1,961
43
$353K 0.54%
1,096
+27
44
$333K 0.51%
5,837
+41
45
$316K 0.48%
2,956
+18
46
$308K 0.47%
3,692
-17,112
47
$302K 0.46%
5,845
48
$299K 0.46%
739
49
$286K 0.44%
5,173
50
$230K 0.35%
2,039
-83
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