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
26
$707K 1.06%
5,822
+2,083
27
$672K 1%
6,896
+46
28
$608K 0.91%
12,669
+373
29
$530K 0.79%
1,128
+164
30
$527K 0.79%
6,297
-228
31
$519K 0.77%
21,475
-455
32
$478K 0.71%
8,773
-72
33
$419K 0.63%
3,581
+15
34
$404K 0.6%
700
-38
35
$381K 0.57%
7,174
+73
36
$380K 0.57%
+7,997
37
$361K 0.54%
29,252
-2,334
38
$323K 0.48%
1,234
-150
39
$308K 0.46%
4,420
+2,455
40
$265K 0.4%
543
41
$254K 0.38%
5,664
-1,822
42
$251K 0.37%
2,605
-901
43
$231K 0.34%
1,328
+792
44
$226K 0.34%
1,274
+87
45
$220K 0.33%
1,910
-1,159
46
$218K 0.33%
1,914
-1,363
47
$206K 0.31%
4,466
-1
48
$203K 0.3%
4,509
-622
49
$200K 0.3%
1,542
-1,123
50
$199K 0.3%
5,298
-632
1
2
3 4 5