WWP

Wise Wealth Partners Portfolio holdings

AUM $73.9M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.5M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.49M
3
+$1.35M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$492K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$479K

Top Sells

1
+$1.51M
2
+$1.36M
3
+$453K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$429K
5
CGMM
Capital Group U.S. Small and Mid Cap ETF
CGMM
+$224K

Sector Composition

1 Technology 6.56%
2 Financials 4.53%
3 Communication Services 2.2%
4 Consumer Discretionary 1.64%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$229K 0.35%
5,267
52
– –
-5,544
53
– –
-6,912
54
– –
-367
1 2
3