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
51
$196K 0.31%
4,490
-28
52
$189K 0.3%
6,821
-13
53
$180K 0.28%
644
+25
54
$168K 0.26%
1,209
-40
55
$168K 0.26%
1,257
-323
56
$148K 0.23%
791
+770
57
$145K 0.23%
2,897
-2,331
58
$125K 0.2%
5,107
+46
59
$122K 0.19%
800
60
$119K 0.19%
2,050
61
$109K 0.17%
148
+2
62
$109K 0.17%
869
+2
63
$105K 0.16%
410
+2
64
$102K 0.16%
476
+1
65
$95.5K 0.15%
603
+2
66
$91.7K 0.14%
346
-8
67
$91.5K 0.14%
462
+3
68
$90.6K 0.14%
523
+3
69
$88K 0.14%
177
70
$88K 0.14%
1,674
+2
71
$87.3K 0.14%
478
72
$86.8K 0.14%
172
73
$86.8K 0.14%
981
+70
74
$85.7K 0.13%
778
75
$82.8K 0.13%
1,649
+3
1 2
3
4 5