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
301
$45 ﹤0.01%
8
302
$36 ﹤0.01%
8
303
$23 ﹤0.01%
2
304
$22 ﹤0.01%
6
305
$17 ﹤0.01%
2
306
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-32
307
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308
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-820
309
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-828
310
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311
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