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WW
Wright Wealth Portfolio holdings
AUM
$149M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$149M
AUM Growth
-$3.92M
(-2.6%)
Holding
64
Top Buys
| 1 | +$1.25M | |
| 2 | +$1.24M | |
| 3 | +$684K | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$543K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$478K |
Top Sells
| 1 | +$4.21M | |
| 2 | +$991K | |
| 3 | +$743K | |
| 4 |
AT&T
T
|
+$713K |
| 5 |
Amazon
AMZN
|
+$691K |
Sector Composition
| 1 | Technology | 7.46% |
| 2 | Real Estate | 4.23% |
| 3 | Communication Services | 2.86% |
| 4 | Energy | 1.46% |
| 5 | Materials | 0.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
NexGen Energy
NXE
$6.4B
| $122K | 0.08% |
10,555
|
|
||
52
American Express
AXP
$239B
| – | – |
-567
|
|
||
53
Cameco
CCJ
$41.8B
| – | – |
-46,011
|
|
||
54
CorMedix
CRMD
$659M
| – | – |
-11,905
|
|
||
55
Ford
F
$55.8B
| – | – |
-10,541
|
|
||
56
Home Depot
HD
$342B
| – | – |
-588
|
|
||
57
Coca-Cola
KO
$359B
| – | – |
-2,937
|
|
||
58
Medtronic
MDT
$107B
| – | – |
-2,340
|
|
||
59
Vanguard Mega Cap 300 Index ETF
MGC
$10.2B
| – | – |
-1,575
|
|
||
60
Oracle
ORCL
$405B
| – | – |
-1,160
|
|
||
61
Southern Company
SO
$108B
| – | – |
-4,721
|
|
||
62
S&P Global
SPGI
$127B
| – | – |
-638
|
|
||
63
Tesla
TSLA
$1.53T
| – | – |
-1,652
|
|
||
64
Vanguard Total Stock Market ETF
VTI
$661B
| – | – |
-810
|
|