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
$60.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$4.56M
3
+$4.19M
4
BND icon
Vanguard Total Bond Market
BND
+$3.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 9.08%
3 Communication Services 6.03%
4 Financials 4.97%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66.9K 0.11%
+1,350
77
$66.7K 0.11%
+634
78
$64.3K 0.11%
+765
79
$63.7K 0.11%
+882
80
$62.8K 0.1%
+442
81
$61.6K 0.1%
+354
82
$57.2K 0.1%
+1,281
83
$57K 0.09%
+787
84
$57K 0.09%
+272
85
$57K 0.09%
+632
86
$57K 0.09%
+722
87
$56.7K 0.09%
+1,102
88
$53.3K 0.09%
+990
89
$53K 0.09%
+872
90
$52.8K 0.09%
+336
91
$52.1K 0.09%
+65
92
$51.9K 0.09%
+904
93
$51.8K 0.09%
+64
94
$51.6K 0.09%
+276
95
$49.9K 0.08%
+334
96
$48.7K 0.08%
+260
97
$48.7K 0.08%
+163
98
$46.9K 0.08%
+1,226
99
$45.3K 0.08%
+201
100
$44.8K 0.07%
+325
2 3
4
5 6