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WW
Wright Wealth Portfolio holdings
AUM
$149M
This Fund
S&P 500
This Quarter
Est. Return
+3.64%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$153M
AUM Growth
–
Cap. Flow
+$152M
Cap. Flow
% of AUM
99.01%
Top 10 Holdings %
Top 10 Hldgs %
60.88%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$17.4M |
| 2 |
Return Stacked Global Stocks & Bonds ETF
RSSB
|
+$15.8M |
| 3 |
Apple
AAPL
|
+$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
$98.9B
| $236K | 0.15% |
+2,011
| New | +$246K |
|
52
Oracle
ORCL
$379B
| $226K | 0.15% |
+1,160
| New | +$276K |
|
53
Medtronic
MDT
$107B
| $225K | 0.15% |
+2,340
| New | +$227K |
|
54
Agnico Eagle Mines
AEM
$71.8B
| $224K | 0.15% |
+1,322
| New | +$222K |
|
55
Enterprise Products Partners
EPD
$82.9B
| $218K | 0.14% |
+6,802
| New | +$215K |
|
56
American Express
AXP
$242B
| $210K | 0.14% |
+567
| New | +$203K |
|
57
Coca-Cola
KO
$362B
| $205K | 0.13% |
+2,937
| New | +$205K |
|
58
Home Depot
HD
$336B
| $202K | 0.13% |
+588
| New | +$215K |
|
59
CorMedix
CRMD
$653M
| $138K | 0.09% |
+11,905
| New | +$132K |
|
60
Ford
F
$55.2B
| $138K | 0.09% |
+10,541
| New | +$136K |
|
61
NexGen Energy
NXE
$5.96B
| $97.1K | 0.06% |
+10,555
| New | +$93.2K |
|
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