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
$63.8M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$314K
3
+$176K
4
AMZN icon
Amazon
AMZN
+$164K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$144K

Top Sells

1
+$780K
2
+$407K
3
+$152K
4
BND icon
Vanguard Total Bond Market
BND
+$130K
5
PANW icon
Palo Alto Networks
PANW
+$122K

Sector Composition

1 Technology 10.79%
2 Consumer Discretionary 9.68%
3 Communication Services 6.62%
4 Financials 5.24%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.56K ﹤0.01%
81
-8
277
$1.52K ﹤0.01%
74
278
$1.47K ﹤0.01%
459
279
$1.2K ﹤0.01%
100
280
$1.19K ﹤0.01%
34
281
$1.17K ﹤0.01%
17
282
$1.13K ﹤0.01%
27
283
$1.09K ﹤0.01%
+25
284
$1.03K ﹤0.01%
47
-1
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$988 ﹤0.01%
48
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$877 ﹤0.01%
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$838 ﹤0.01%
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+4
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$149 ﹤0.01%
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5
300
$56 ﹤0.01%
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