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
$67M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$380K
2
+$253K
3
+$171K
4
TSM icon
TSMC
TSM
+$138K
5
MSFT icon
Microsoft
MSFT
+$133K

Top Sells

1
+$206K
2
+$164K
3
+$155K
4
PAWZ icon
ProShares Pet Care ETF
PAWZ
+$151K
5
J icon
Jacobs Solutions
J
+$146K

Sector Composition

1 Technology 14.28%
2 Consumer Discretionary 10.19%
3 Communication Services 6.76%
4 Financials 5.13%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-26
302
– –
-8
303
– –
-8
304
– –
-8
305
– –
-6
9 10 11 12
13