WWP

Wise Wealth Partners Portfolio holdings

AUM $65.5M
1-Year Est. Return 20.99%
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$41.9M
AUM Growth
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.86M
3
+$1.13M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$545K
5
CRWD icon
CrowdStrike
CRWD
+$277K

Top Sells

1
+$2.31M
2
+$1.2M
3
+$1.13M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$312K
5
MSFT icon
Microsoft
MSFT
+$278K

Sector Composition

1 Technology 6.98%
2 Financials 3.42%
3 Consumer Discretionary 1.88%
4 Communication Services 1.38%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.59M 10.98%
69,853
-18,194
2
$4.49M 10.72%
195,150
-100,478
3
$4.43M 10.59%
15,380
+3,923
4
$2.81M 6.72%
16,461
+265
5
$2.48M 5.92%
110,461
+24,269
6
$2.15M 5.15%
+75,376
7
$2.13M 5.08%
42,847
-3,904
8
$1.86M 4.44%
+25,212
9
$1.32M 3.15%
48,362
-162
10
$693K 1.66%
7,568
-3,410
11
$667K 1.59%
2,425
-50
12
$643K 1.54%
21,224
-123
13
$587K 1.4%
7,765
14
$582K 1.39%
1,650
+787
15
$580K 1.39%
7,899
-25
16
$578K 1.38%
10,029
+69
17
$566K 1.35%
1,063
+148
18
$519K 1.24%
6,146
+3,124
19
$516K 1.23%
7,590
+1
20
$512K 1.22%
1,092
+10
21
$497K 1.19%
4,234
+660
22
$491K 1.17%
1,359
+71
23
$468K 1.12%
4,319
-16
24
$445K 1.06%
2,658
+9
25
$421K 1.01%
3,994
-17
1
2 3