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
251
$2.64K ﹤0.01%
52
-5
252
$2.63K ﹤0.01%
64
253
$2.58K ﹤0.01%
53
-5
254
$2.58K ﹤0.01%
150
-15
255
$2.57K ﹤0.01%
101
-1
256
$2.51K ﹤0.01%
24
257
$2.5K ﹤0.01%
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-2
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$2.47K ﹤0.01%
33
259
$2.42K ﹤0.01%
25
260
$2.41K ﹤0.01%
68
261
$2.37K ﹤0.01%
100
262
$2.35K ﹤0.01%
90
263
$2.24K ﹤0.01%
38
-4
264
$2.23K ﹤0.01%
47
265
$2.19K ﹤0.01%
122
+4
266
$2.17K ﹤0.01%
243
+5
267
$2.15K ﹤0.01%
140
268
$2.1K ﹤0.01%
14
-1
269
$1.95K ﹤0.01%
37
-1
270
$1.95K ﹤0.01%
161
-5
271
$1.88K ﹤0.01%
17
272
$1.82K ﹤0.01%
40
273
$1.81K ﹤0.01%
50
-1
274
$1.76K ﹤0.01%
61
275
$1.68K ﹤0.01%
23
9 10
11
12 13