WAG

Wiser Advisor Group Portfolio holdings

AUM $87.4M
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
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
+$348K
2
+$246K
3
+$153K
4
TSM icon
TSMC
TSM
+$135K
5
MSFT icon
Microsoft
MSFT
+$132K

Top Sells

1
+$199K
2
+$157K
3
+$150K
4
PAWZ icon
ProShares Pet Care ETF
PAWZ
+$142K
5
J icon
Jacobs Solutions
J
+$135K

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
251
$1.26K ﹤0.01%
25
252
$1.22K ﹤0.01%
7
-5
253
$1.21K ﹤0.01%
34
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$898 ﹤0.01%
19
-1
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$475 ﹤0.01%
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256
$241 ﹤0.01%
14
257
$186 ﹤0.01%
2
-1
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$166 ﹤0.01%
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$102 ﹤0.01%
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$55 ﹤0.01%
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$17 ﹤0.01%
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