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
$67M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$380K
2
+$253K
3
+$171K
4
TSM icon
TSMC
TSM
+$138K
5
MSFT icon
Microsoft
MSFT
+$133K

Top Sells

1
+$206K
2
+$164K
3
+$155K
4
PAWZ icon
ProShares Pet Care ETF
PAWZ
+$151K
5
J icon
Jacobs Solutions
J
+$146K

Sector Composition

1 Technology 14.28%
2 Consumer Discretionary 10.19%
3 Communication Services 6.76%
4 Financials 5.13%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.09K ﹤0.01%
54
227
$3.04K ﹤0.01%
24
-12
228
$2.92K ﹤0.01%
33
229
$2.9K ﹤0.01%
150
-5
230
$2.64K ﹤0.01%
64
231
$2.48K ﹤0.01%
23
-1
232
$2.47K ﹤0.01%
92
-122
233
$2.42K ﹤0.01%
39
234
$2.35K ﹤0.01%
75
235
$2.34K ﹤0.01%
130
+5
236
$2.23K ﹤0.01%
32
237
$2.19K ﹤0.01%
38
-252
238
$2.02K ﹤0.01%
25
239
$1.99K ﹤0.01%
14
-1
240
$1.89K ﹤0.01%
62
-1
241
$1.88K ﹤0.01%
29
-24
242
$1.85K ﹤0.01%
62
-1
243
$1.8K ﹤0.01%
131
-5
244
$1.64K ﹤0.01%
22
-2
245
$1.57K ﹤0.01%
140
246
$1.57K ﹤0.01%
40
247
$1.45K ﹤0.01%
125
-22
248
$1.34K ﹤0.01%
27
249
$1.33K ﹤0.01%
26
-22
250
$1.27K ﹤0.01%
18
8 9
10
11 12