WWP

Wise Wealth Partners Portfolio holdings

AUM $69.7M
1-Year Est. Return 23.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$41.9M
AUM Growth
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.81M
3
+$1.04M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$543K
5
TSLA icon
Tesla
TSLA
+$333K

Top Sells

1
+$2.28M
2
+$1.26M
3
+$1.13M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$332K
5
MSFT icon
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
– –
-2,107
1 2
3