WAG
Wiser Advisor Group Portfolio holdings
AUM
$80.4M
1-Year Est. Return
17.25%
1 Year Est. Return
+17.25%
AUM
$57.6M
AUM Growth
-$10.2M
(-15%)
Holding
277
Top Buys
| 1 | +$1.44M | |
| 2 | +$738K | |
| 3 | +$432K | |
| 4 |
TSMC
TSM
|
+$373K |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$319K |
Top Sells
| 1 | +$2.18M | |
| 2 | +$2.02M | |
| 3 | +$1.06M | |
| 4 |
Zoom
ZM
|
+$481K |
| 5 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
+$449K |
Sector Composition
| 1 | Technology | 16.5% |
| 2 | Consumer Discretionary | 13.12% |
| 3 | Communication Services | 9.35% |
| 4 | Financials | 7.34% |
| 5 | Healthcare | 5.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
MGM Resorts International
MGM
$9.69B
| – | – |
-781
|
|