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
251
$1.16K ﹤0.01%
+10
252
$1.14K ﹤0.01%
+2
253
$1.1K ﹤0.01%
34
254
$1.03K ﹤0.01%
119
+1
255
$1.02K ﹤0.01%
+200
256
$908 ﹤0.01%
19
-20
257
$904 ﹤0.01%
+26
258
$897 ﹤0.01%
35
-96
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$872 ﹤0.01%
19
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$658 ﹤0.01%
6
-8
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$611 ﹤0.01%
2
262
$600 ﹤0.01%
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-35
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$573 ﹤0.01%
26
264
$421 ﹤0.01%
4
-4
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$354 ﹤0.01%
2
266
$242 ﹤0.01%
3
267
$189 ﹤0.01%
2
268
$176 ﹤0.01%
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269
$105 ﹤0.01%
6
270
$73 ﹤0.01%
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$67 ﹤0.01%
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272
$66 ﹤0.01%
1
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$62 ﹤0.01%
1
274
$29 ﹤0.01%
2
-131
275
$21 ﹤0.01%
2
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