WAG

Wiser Advisor Group Portfolio holdings

AUM $57.6M
1-Year Est. Return 15.67%
This Quarter Est. Return
1 Year Est. Return
+15.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$4.56M
3
+$4.19M
4
BND icon
Vanguard Total Bond Market
BND
+$3.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 9.08%
3 Communication Services 6.03%
4 Financials 4.97%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.35K 0.01%
+27
227
$4.27K 0.01%
+32
228
$4.15K 0.01%
+150
229
$4.08K 0.01%
+44
230
$3.97K 0.01%
+214
231
$3.92K 0.01%
+42
232
$3.92K 0.01%
+38
233
$3.82K 0.01%
+141
234
$3.8K 0.01%
+23
235
$3.75K 0.01%
+41
236
$3.71K 0.01%
+9
237
$3.7K 0.01%
+21
238
$3.52K 0.01%
+10
239
$3.41K 0.01%
+68
240
$3.27K 0.01%
+218
241
$3.23K 0.01%
+80
242
$3.13K 0.01%
+165
243
$3.04K 0.01%
+63
244
$2.9K ﹤0.01%
+42
245
$2.88K ﹤0.01%
+58
246
$2.88K ﹤0.01%
+23
247
$2.86K ﹤0.01%
+81
248
$2.84K ﹤0.01%
+106
249
$2.8K ﹤0.01%
+68
250
$2.78K ﹤0.01%
+57
8 9
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