WWP
Wise Wealth Partners Portfolio holdings
AUM
$73.9M
1-Year Est. Return
21.44%
This Fund
S&P 500
1 Year Est. Return
+21.44%
AUM
$73.9M
AUM Growth
+$4.19M
(+6%)
Holding
54
Top Buys
| 1 | +$3.22M | |
| 2 | +$1.23M | |
| 3 | +$429K | |
| 4 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$243K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$220K |
Top Sells
| 1 | +$456K | |
| 2 | +$114K | |
| 3 | +$93.3K | |
| 4 |
JPMorgan Chase
JPM
|
+$38.2K |
| 5 |
Visa
V
|
+$37.6K |
Sector Composition
| 1 | Technology | 4.4% |
| 2 | Financials | 3.5% |
| 3 | Communication Services | 2.16% |
| 4 | Energy | 1.41% |
| 5 | Industrials | 1.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Mid-Cap ETF
VO
$104B
| $237K | 0.32% |
3,300
+108
|
|
||
|
52
Vanguard Small-Cap ETF
VB
$79.2B
| $213K | 0.29% |
+812
|
|
||
53
Coca-Cola
KO
$331B
| $202K | 0.27% |
+2,656
|
|
||
54
Microsoft
MSFT
$3.18T
| – | – |
-943
|
|