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
76
$81.6K 0.13%
618
+3
77
$75K 0.12%
768
+3
78
$73.1K 0.11%
634
79
$71.2K 0.11%
655
80
$60.5K 0.09%
1,281
81
$59.4K 0.09%
635
+3
82
$59.4K 0.09%
260
83
$58.9K 0.09%
442
84
$58.3K 0.09%
162
-1
85
$58.1K 0.09%
728
+6
86
$57.5K 0.09%
990
87
$56.1K 0.09%
272
88
$55.9K 0.09%
889
+7
89
$55.7K 0.09%
872
90
$55.4K 0.09%
792
+5
91
$53.6K 0.08%
64
-1
92
$53.3K 0.08%
338
+4
93
$52.2K 0.08%
86
+18
94
$51.6K 0.08%
277
+1
95
$50.7K 0.08%
200
-1
96
$50.4K 0.08%
338
+2
97
$49.6K 0.08%
916
+12
98
$47.2K 0.07%
387
99
$46.4K 0.07%
1,239
+13
100
$45.3K 0.07%
2,189
+48
2 3
4
5 6