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
$59.9M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.75M
3
+$2.12M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$2.08M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.52M

Top Sells

1
+$2.91M
2
+$2.48M
3
+$2.15M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$2.13M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.92M

Sector Composition

1 Technology 6.98%
2 Financials 4.78%
3 Communication Services 1.96%
4 Consumer Discretionary 1.74%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$218K 0.36%
367
52
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-6,146
53
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-999
54
– –
-10,029
55
– –
-7,568
56
– –
-110,461
57
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-42,847
58
– –
-75,376
1 2
3