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
251
$2.72K ﹤0.01%
+45
252
$2.62K ﹤0.01%
+64
253
$2.6K ﹤0.01%
+13
254
$2.53K ﹤0.01%
+102
255
$2.37K ﹤0.01%
+68
256
$2.37K ﹤0.01%
+33
257
$2.36K ﹤0.01%
+128
258
$2.36K ﹤0.01%
+90
259
$2.29K ﹤0.01%
+291
260
$2.24K ﹤0.01%
+47
261
$2.2K ﹤0.01%
+15
262
$2.17K ﹤0.01%
+24
263
$2.08K ﹤0.01%
+25
264
$2.07K ﹤0.01%
+238
265
$2.04K ﹤0.01%
+118
266
$2K ﹤0.01%
+89
267
$1.92K ﹤0.01%
+140
268
$1.91K ﹤0.01%
+38
269
$1.8K ﹤0.01%
+166
270
$1.78K ﹤0.01%
+23
271
$1.76K ﹤0.01%
+51
272
$1.69K ﹤0.01%
+100
273
$1.63K ﹤0.01%
+100
274
$1.62K ﹤0.01%
+61
275
$1.56K ﹤0.01%
+74
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