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
26
$641K 1%
7,930
-122
27
$544K 0.85%
10,105
+392
28
$523K 0.82%
10,822
+2,493
29
$523K 0.82%
21,930
30
$468K 0.73%
5,384
+228
31
$455K 0.71%
3,715
-1,244
32
$436K 0.68%
4,830
+3,480
33
$400K 0.63%
3,132
-108
34
$382K 0.6%
3,356
-38
35
$381K 0.6%
3,446
+9
36
$380K 0.6%
872
+62
37
$376K 0.59%
7,195
-773
38
$375K 0.59%
31,547
+37
39
$331K 0.52%
7,867
+55
40
$295K 0.46%
507
41
$282K 0.44%
7,074
-136
42
$278K 0.43%
2,854
+18
43
$267K 0.42%
600
+1
44
$261K 0.41%
496
+334
45
$251K 0.39%
2,368
-25
46
$241K 0.38%
1,370
+405
47
$225K 0.35%
6,151
-205
48
$219K 0.34%
4,393
-104
49
$212K 0.33%
4,261
+62
50
$207K 0.32%
3,525
+10
1
2
3 4 5