WWP
Wise Wealth Partners Portfolio holdings
AUM
$59.9M
This Quarter Return
+1.49%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$40.5M
AUM Growth
–
Cap. Flow
+$40.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.7%
Holding
46
New
46
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$6.79M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$6.07M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.88M |
| 4 |
SPDR Gold Trust
GLD
|
$2.77M |
| 5 |
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% |
