WWP
Wise Wealth Partners Portfolio holdings
AUM
$59.9M
This Quarter Return
+1.01%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$41.9M
AUM Growth
+$41.9M
(+3.2%)
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 |
Simplify Hedged Equity ETF
HEQT
|
$2.15M |
| 2 |
Vanguard International High Dividend Yield ETF
VYMI
|
$1.86M |
| 3 |
SPDR Gold Trust
GLD
|
$1.13M |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
$545K |
| 5 |
CrowdStrike
CRWD
|
$277K |
Top Sells
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$2.31M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.2M |
| 3 |
JPMorgan Income ETF
JPIE
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Trade Desk
TTD
$26.7B
| – | – |
-2,107
| Closed | -$248K |
|