WAG
Wiser Advisor Group Portfolio holdings
AUM
$57.6M
1-Year Est. Return
15.67%
1 Year Est. Return
+15.67%
AUM
$67.7M
AUM Growth
-$1.02M
(-1.5%)
Holding
283
Top Buys
| 1 | +$1.41M | |
| 2 | +$526K | |
| 3 | +$342K | |
| 4 |
Global X Data Center & Digital Infrastructure ETF
DTCR
|
+$292K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$255K |
Top Sells
| 1 | +$710K | |
| 2 | +$455K | |
| 3 | +$364K | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$343K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.22B
| – | – |
-64
|
|
||
277
Marathon Petroleum
MPC
$56.1B
| – | – |
-110
|
|
||
278
Nice
NICE
$8.02B
| – | – |
-7
|
|
||
279
Schwab US TIPS ETF
SCHP
$14.4B
| – | – |
-93
|
|
||
280
Tilray
TLRY
$1.75B
| – | – |
-137
|
|
||
281
Unilever
UL
$155B
| – | – |
-29
|
|
||
282
WPP
WPP
$5.06B
| – | – |
-26
|
|
||
283
DuPont de Nemours
DD
$33.3B
| – | – |
-65
|
|