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
$63.8M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$314K
3
+$176K
4
AMZN icon
Amazon
AMZN
+$164K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$144K

Top Sells

1
+$780K
2
+$407K
3
+$152K
4
BND icon
Vanguard Total Bond Market
BND
+$130K
5
PANW icon
Palo Alto Networks
PANW
+$122K

Sector Composition

1 Technology 10.79%
2 Consumer Discretionary 9.68%
3 Communication Services 6.62%
4 Financials 5.24%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.46K 0.01%
97
227
$4.31K 0.01%
590
228
$4.29K 0.01%
150
229
$4.05K 0.01%
23
230
$4.01K 0.01%
27
231
$3.98K 0.01%
32
232
$3.91K 0.01%
140
-1
233
$3.9K 0.01%
38
234
$3.87K 0.01%
42
235
$3.73K 0.01%
8
-1
236
$3.67K 0.01%
63
237
$3.52K 0.01%
44
238
$3.5K 0.01%
214
239
$3.48K 0.01%
10
240
$3.37K 0.01%
45
241
$3.28K 0.01%
198
-20
242
$3.17K 0.01%
662
-1
243
$3.13K ﹤0.01%
12
-1
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$3.04K ﹤0.01%
106
245
$3.01K ﹤0.01%
23
246
$2.87K ﹤0.01%
72
-8
247
$2.79K ﹤0.01%
74
-7
248
$2.75K ﹤0.01%
291
249
$2.73K ﹤0.01%
67
-1
250
$2.69K ﹤0.01%
62
-6
8 9
10
11 12