WWP
Wise Wealth Partners Portfolio holdings
AUM $41.9M
This Quarter Return
+1.01%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$41.9M
AUM Growth
+$1.32M (+3%)
Cap. Flow
+$1.53M
Cap. Flow % of AUM
3.66%
Top 10 Holdings %Top 10 Hldgs %
64.4%
Holding
51
New
5
Increased
25
Reduced
13
Closed
3
Top Buys
| 1 | $2.15M | |
| 2 | $1.86M | |
| 3 | $1.13M | |
| 4 | $545K | |
| 5 | $277K |
Top Sells
| 1 | $2.31M | |
| 2 | $1.2M | |
| 3 | $1.13M | |
| 4 | $312K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -2,107 | Closed | -$248K |
