WWP
Wise Wealth Partners Portfolio holdings
AUM
$69.7M
1-Year Est. Return
23.68%
This Fund
S&P 500
1 Year Est. Return
+23.68%
AUM
$69.7M
AUM Growth
+$4.15M
(+6.3%)
Holding
56
Top Buys
| 1 | +$2.44M | |
| 2 | +$1.8M | |
| 3 | +$1.3M | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$465K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$399K |
Top Sells
| 1 | +$1.7M | |
| 2 | +$1.25M | |
| 3 | +$796K | |
| 4 |
VanEck Junior Gold Miners ETF
GDXJ
|
+$633K |
| 5 |
SPDR Gold Trust
GLD
|
+$494K |
Sector Composition
| 1 | Technology | 5.99% |
| 2 | Financials | 4.27% |
| 3 | Communication Services | 2.54% |
| 4 | Industrials | 1.39% |
| 5 | Consumer Discretionary | 1.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.29B
| – | – |
-30,603
|
|
||
|
52
VanEck Junior Gold Miners ETF
GDXJ
$10.7B
| – | – |
-6,397
|
|
||
53
Home Depot
HD
$360B
| – | – |
-739
|
|
||
54
State Street Nuveen Municipal Bond ETF
MBND
$27.6M
| – | – |
-45,566
|
|
||
55
Strategy Inc
MSTR
$46.7B
| – | – |
-1,096
|
|
||
|
IDYN
56
iShares International Equity Factor Rotation Active ETF
IDYN
$105M
| – | – |
-5,544
|
|