WAG
Wiser Advisor Group Portfolio holdings
AUM
$57.6M
This Quarter Return
+2.96%
1 Year Return
+15.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$63.6M
AUM Growth
+$63.6M
(-0.38%)
Cap. Flow
-$763K
Cap. Flow
% of AUM
-1.2%
Top 10 Holdings %
Top 10 Hldgs %
45.69%
Holding
321
New
16
Increased
182
Reduced
47
Closed
18
Top Buys
| 1 |
NVIDIA
NVDA
|
$402K |
| 2 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$213K |
| 3 |
McDonald's
MCD
|
$134K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$132K |
| 5 |
Chipotle Mexican Grill
CMG
|
$126K |
Top Sells
Sector Composition
| 1 | Technology | 12.95% |
| 2 | Consumer Discretionary | 9.72% |
| 3 | Communication Services | 7.2% |
| 4 | Financials | 5.15% |
| 5 | Healthcare | 4.37% |
