WWP
Wise Wealth Partners Portfolio holdings
AUM
$59.9M
1 Year Est. Return
–
AUM
$59.9M
AUM Growth
+$18M
(+43%)
Holding
58
Top Buys
| 1 | +$10.9M | |
| 2 | +$3.79M | |
| 3 | +$2.28M | |
| 4 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$2.12M |
| 5 |
CGMM
Capital Group U.S. Small and Mid Cap ETF
CGMM
|
+$1.61M |
Top Sells
| 1 | +$2.94M | |
| 2 | +$2.48M | |
| 3 | +$2.15M | |
| 4 |
Fidelity High Dividend ETF
FDVV
|
+$2.13M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$2.03M |
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 | |
|---|---|---|---|---|---|---|
51
Tyler Technologies
TYL
$21.9B
| $218K | 0.36% |
367
|
|
||
52
Capital Group Core Plus Income ETF
CGCP
$5.79B
| – | – |
-110,461
|
|
||
|
53
Fidelity High Dividend ETF
FDVV
$6.92B
| – | – |
-42,847
|
|
||
54
Simplify Hedged Equity ETF
HEQT
$308M
| – | – |
-75,376
|
|
||
55
Palantir
PLTR
$423B
| – | – |
-6,146
|
|
||
56
Tesla
TSLA
$1.46T
| – | – |
-999
|
|
||
57
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
| – | – |
-10,029
|
|
||
58
Invesco S&P MidCap Quality ETF
XMHQ
$5.41B
| – | – |
-7,568
|
|