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
301
$36 ﹤0.01%
+6
302
$34 ﹤0.01%
+2
303
$23 ﹤0.01%
+2