WWP

Wise Wealth Partners Portfolio holdings

AUM $59.9M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$6.07M
3
+$2.88M
4
GLD icon
SPDR Gold Trust
GLD
+$2.77M
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$2.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.32%
2 Financials 2.56%
3 Communication Services 2.17%
4 Consumer Discretionary 1.44%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.79M 16.76%
+295,628
2
$6.07M 14.97%
+88,047
3
$2.88M 7.11%
+16,196
4
$2.77M 6.84%
+11,457
5
$2.33M 5.76%
+46,751
6
$1.91M 4.72%
+86,192
7
$1.34M 3.29%
+48,524
8
$1.13M 2.8%
+24,876
9
$1.08M 2.67%
+10,978
10
$717K 1.77%
+2,475
11
$614K 1.52%
+2,649
12
$582K 1.44%
+4,335
13
$579K 1.43%
+21,347
14
$570K 1.41%
+7,924
15
$553K 1.36%
+1,082
16
$551K 1.36%
+9,960
17
$546K 1.35%
+7,765
18
$542K 1.34%
+7,589
19
$517K 1.28%
+1,288
20
$453K 1.12%
+3,574
21
$427K 1.05%
+4,011
22
$415K 1.02%
+915
23
$400K 0.99%
+1,595
24
$364K 0.9%
+5,497
25
$360K 0.89%
+1,242
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