WWP
Wise Wealth Partners Portfolio holdings
AUM
$69.7M
1-Year Est. Return
23.69%
This Fund
S&P 500
1 Year Est. Return
+23.69%
AUM
$65.5M
AUM Growth
+$5.64M
(+9.4%)
Holding
54
Top Buys
| 1 | +$1.7M | |
| 2 | +$1.55M | |
| 3 | +$1.36M | |
| 4 |
VanEck Junior Gold Miners ETF
GDXJ
|
+$633K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$484K |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.43M | |
| 3 | +$458K | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$429K |
| 5 |
CGMM
Capital Group U.S. Small and Mid Cap ETF
CGMM
|
+$228K |
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
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.86B
| $229K | 0.35% |
5,267
|
|
||
|
52
iShares Core MSCI Total International Stock ETF
IXUS
$54.8B
| – | – |
-5,544
|
|
||
53
Tyler Technologies
TYL
$14.8B
| – | – |
-367
|
|
||
54
Vanguard Consumer Staples ETF
VDC
$8.09B
| – | – |
-6,912
|
|