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
$60.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$4.27M
3
+$4.03M
4
BND icon
Vanguard Total Bond Market
BND
+$2.97M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$1.99M

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
276
$1.53K ﹤0.01%
+459
277
$1.45K ﹤0.01%
+17
278
$1.41K ﹤0.01%
+40
279
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+34
280
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+17
281
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+12
282
$1.05K ﹤0.01%
+27
283
$1.04K ﹤0.01%
+48
284
$1K ﹤0.01%
+48
285
$1K ﹤0.01%
+500
286
$904 ﹤0.01%
+25
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$37 ﹤0.01%
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