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
$80.4M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$1.83M
3 +$1.7M
4
MLPA icon
Global X MLP ETF
MLPA
+$1.28M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$697K

Top Sells

1 +$170K
2 +$140K
3 +$106K
4
VTV icon
Vanguard Value ETF
VTV
+$87.7K
5
VUG icon
Vanguard Growth ETF
VUG
+$76.3K

Sector Composition

1 Technology 16.08%
2 Consumer Discretionary 10.81%
3 Communication Services 8.56%
4 Financials 6.18%
5 Healthcare 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NEE icon
76
NextEra Energy
NEE
$176B
$65.8K 0.08%
+872
COIN icon
77
Coinbase
COIN
$70.1B
$65.1K 0.08%
+193
DGX icon
78
Quest Diagnostics
DGX
$20.4B
$64.2K 0.08%
+337
EBAY icon
79
eBay
EBAY
$37.4B
$63.4K 0.08%
+697
RDVY icon
80
First Trust Rising Dividend Achievers ETF
RDVY
$18.2B
$61.7K 0.08%
+918
LMT icon
81
Lockheed Martin
LMT
$102B
$61.2K 0.08%
+123
SYK icon
82
Stryker
SYK
$142B
$61.1K 0.08%
+165
ADBE icon
83
Adobe
ADBE
$135B
$60.7K 0.08%
+172
HON icon
84
Honeywell
HON
$121B
$59.4K 0.07%
+282
NDAQ icon
85
Nasdaq
NDAQ
$51B
$57.5K 0.07%
+650
CVX icon
86
Chevron
CVX
$305B
$57.2K 0.07%
+368
AVB icon
87
AvalonBay Communities
AVB
$25.4B
$56.5K 0.07%
+293
O icon
88
Realty Income
O
$52.8B
$56K 0.07%
+922
MRK icon
89
Merck
MRK
$253B
$55K 0.07%
+655
MAR icon
90
Marriott International
MAR
$81.4B
$53.1K 0.07%
+204
EQIX icon
91
Equinix
EQIX
$72B
$52.5K 0.07%
+67
MDLZ icon
92
Mondelez International
MDLZ
$72.8B
$51.6K 0.06%
+826
VXUS icon
93
Vanguard Total International Stock ETF
VXUS
$111B
$50.8K 0.06%
+691
SCHW icon
94
Charles Schwab
SCHW
$165B
$50.5K 0.06%
+529
XPO icon
95
XPO
XPO
$16.8B
$50K 0.06%
+387
AKAM icon
96
Akamai
AKAM
$12.6B
$49.6K 0.06%
+655
UDR icon
97
UDR
UDR
$11.9B
$49.2K 0.06%
+1,320
VICI icon
98
VICI Properties
VICI
$30.6B
$47.4K 0.06%
+1,453
SUI icon
99
Sun Communities
SUI
$15.8B
$46K 0.06%
+356
DLR icon
100
Digital Realty Trust
DLR
$53.7B
$44.9K 0.06%
+260