WWP
Wise Wealth Partners Portfolio holdings
AUM
$59.9M
1 Year Est. Return
–
AUM
$41.9M
AUM Growth
+$1.32M
(+3.2%)
Holding
51
Top Buys
| 1 | +$2.15M | |
| 2 | +$1.86M | |
| 3 | +$1.13M | |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
+$545K |
| 5 |
CrowdStrike
CRWD
|
+$277K |
Top Sells
| 1 | +$2.31M | |
| 2 | +$1.2M | |
| 3 | +$1.13M | |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$312K |
| 5 |
Microsoft
MSFT
|
+$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Income ETF
JPIE
$5.16B
| – | – |
-24,876
|
|