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
$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
251
$1.26K ﹤0.01%
25
252
$1.22K ﹤0.01%
7
-5
253
$1.21K ﹤0.01%
34
254
$898 ﹤0.01%
19
-1
255
$475 ﹤0.01%
26
256
$241 ﹤0.01%
14
257
$186 ﹤0.01%
2
-1
258
$166 ﹤0.01%
9
-100
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$102 ﹤0.01%
5
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$55 ﹤0.01%
1
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$17 ﹤0.01%
2
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