WAG

Wiser Advisor Group Portfolio holdings

AUM $80.4M
1-Year Est. Return 17.25%
This Quarter Est. Return
1 Year Est. Return
+17.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.7M
AUM Growth
-$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$526K
3
+$342K
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$292K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$255K

Top Sells

1
+$710K
2
+$455K
3
+$364K
4
VB icon
Vanguard Small-Cap ETF
VB
+$343K
5
VUG icon
Vanguard Growth ETF
VUG
+$204K

Sector Composition

1 Technology 14.13%
2 Consumer Discretionary 10.77%
3 Communication Services 7.15%
4 Healthcare 6.78%
5 Financials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.34K ﹤0.01%
333
+10
227
$3.14K ﹤0.01%
33
228
$3.13K ﹤0.01%
18
229
$3.09K ﹤0.01%
70
230
$2.87K ﹤0.01%
24
231
$2.55K ﹤0.01%
+40
232
$2.48K ﹤0.01%
+5
233
$2.44K ﹤0.01%
+20
234
$2.43K ﹤0.01%
32
235
$2.3K ﹤0.01%
+50
236
$2.21K ﹤0.01%
11
237
$2.1K ﹤0.01%
39
238
$1.84K ﹤0.01%
94
-110
239
$1.77K ﹤0.01%
+50
240
$1.59K ﹤0.01%
27
241
$1.56K ﹤0.01%
42
242
$1.48K ﹤0.01%
140
243
$1.37K ﹤0.01%
10
-13
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$1.36K ﹤0.01%
6
245
$1.33K ﹤0.01%
40
246
$1.31K ﹤0.01%
24
-30
247
$1.28K ﹤0.01%
4
-5
248
$1.25K ﹤0.01%
18
249
$1.19K ﹤0.01%
35
-41
250
$1.18K ﹤0.01%
19
-245
8 9
10
11 12