WAG

Wiser Advisor Group Portfolio holdings

AUM $80.4M
1-Year Est. Return 17.25%
This Quarter Est. Return
1 Year Est. Return
+17.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.7M
AUM Growth
-$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$526K
3
+$342K
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$292K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$255K

Top Sells

1
+$710K
2
+$455K
3
+$364K
4
VB icon
Vanguard Small-Cap ETF
VB
+$343K
5
VUG icon
Vanguard Growth ETF
VUG
+$204K

Sector Composition

1 Technology 14.13%
2 Consumer Discretionary 10.77%
3 Communication Services 7.15%
4 Healthcare 6.78%
5 Financials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$161K 0.24%
6,360
+1,522
52
$160K 0.24%
2,596
+14
53
$158K 0.23%
1,415
54
$155K 0.23%
164
+14
55
$127K 0.19%
10,209
+5,439
56
$127K 0.19%
5,298
+41
57
$126K 0.19%
803
58
$125K 0.18%
1,783
+51
59
$124K 0.18%
738
+119
60
$123K 0.18%
879
+2
61
$114K 0.17%
230
62
$112K 0.17%
484
+2
63
$111K 0.16%
534
+2
64
$104K 0.15%
478
+4
65
$103K 0.15%
2,050
66
$103K 0.15%
618
+3
67
$100K 0.15%
656
+3
68
$100K 0.15%
230
+1
69
$99.5K 0.15%
1,958
-69
70
$99K 0.15%
236
+190
71
$97.5K 0.14%
418
+2
72
$97.2K 0.14%
734
-48
73
$94.8K 0.14%
181
+1
74
$93.8K 0.14%
1,724
+5
75
$91.8K 0.14%
753
-1,043
1 2
3
4 5