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

Top Buys

1
+$4.84M
2
+$4.56M
3
+$4.19M
4
BND icon
Vanguard Total Bond Market
BND
+$3.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M

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
$1.12K ﹤0.01%
+17
281
$1.09K ﹤0.01%
+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
287
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288
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289
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291
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292
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295
$166 ﹤0.01%
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296
$160 ﹤0.01%
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297
$89 ﹤0.01%
+5
298
$52 ﹤0.01%
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$48 ﹤0.01%
+8
300
$37 ﹤0.01%
+8
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