WAG

Wiser Advisor Group Portfolio holdings

AUM $87.4M
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
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
+$348K
2
+$246K
3
+$153K
4
TSM icon
TSMC
TSM
+$135K
5
MSFT icon
Microsoft
MSFT
+$132K

Top Sells

1
+$199K
2
+$157K
3
+$150K
4
PAWZ icon
ProShares Pet Care ETF
PAWZ
+$142K
5
J icon
Jacobs Solutions
J
+$135K

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
51
$196K 0.29%
992
+5
52
$161K 0.24%
586
-24
53
$160K 0.24%
2,802
-568
54
$156K 0.23%
1,414
-901
55
$149K 0.22%
875
+2
56
$142K 0.21%
230
-265
57
$139K 0.21%
4,786
-25
58
$137K 0.2%
2,568
-212
59
$135K 0.2%
1,582
+17
60
$134K 0.2%
802
+1
61
$133K 0.2%
150
62
$128K 0.19%
5,207
+49
63
$118K 0.18%
2,050
64
$112K 0.17%
414
+1
65
$109K 0.16%
471
+3
66
$107K 0.16%
618
+268
67
$106K 0.16%
2,014
+3
68
$105K 0.16%
179
69
$100K 0.15%
529
+2
70
$99.7K 0.15%
480
+1
71
$99K 0.15%
611
+3
72
$94.3K 0.14%
778
+4
73
$91.2K 0.14%
1,714
+2
74
$89.1K 0.13%
172
75
$82.4K 0.12%
644
+3
1 2
3
4 5