WW
Wright Wealth Portfolio holdings
AUM
$153M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$153M
AUM Growth
–
Holding
61
Top Buys
| 1 | +$17.4M | |
| 2 | +$15.8M | |
| 3 | +$11.2M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$8.28M |
| 5 |
Avantis International Large Cap Value ETF
AVIV
|
+$8.18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.27% |
| 2 | Energy | 3.83% |
| 3 | Real Estate | 3.55% |
| 4 | Communication Services | 3.45% |
| 5 | Consumer Discretionary | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Duke Energy
DUK
$100B
| $236K | 0.15% |
+2,011
|
|
||
52
Oracle
ORCL
$425B
| $226K | 0.15% |
+1,160
|
|
||
53
Medtronic
MDT
$124B
| $225K | 0.15% |
+2,340
|
|
||
54
Agnico Eagle Mines
AEM
$120B
| $224K | 0.15% |
+1,322
|
|
||
55
Enterprise Products Partners
EPD
$77.7B
| $218K | 0.14% |
+6,802
|
|
||
56
American Express
AXP
$225B
| $210K | 0.14% |
+567
|
|
||
57
Coca-Cola
KO
$346B
| $205K | 0.13% |
+2,937
|
|
||
58
Home Depot
HD
$374B
| $202K | 0.13% |
+588
|
|
||
59
CorMedix
CRMD
$576M
| $138K | 0.09% |
+11,905
|
|
||
60
Ford
F
$57.6B
| $138K | 0.09% |
+10,541
|
|
||
61
NexGen Energy
NXE
$8.39B
| $97.1K | 0.06% |
+10,555
|
|