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
$67M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$380K
2
+$253K
3
+$171K
4
TSM icon
TSMC
TSM
+$138K
5
MSFT icon
Microsoft
MSFT
+$133K

Top Sells

1
+$206K
2
+$164K
3
+$155K
4
PAWZ icon
ProShares Pet Care ETF
PAWZ
+$151K
5
J icon
Jacobs Solutions
J
+$146K

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
76
$81.4K 0.12%
1,365
-2,530
77
$78.8K 0.12%
694
+4
78
$73.7K 0.11%
872
79
$71.1K 0.11%
262
80
$70.2K 0.1%
538
-362
81
$69K 0.1%
118
+2
82
$66.1K 0.1%
655
83
$65.3K 0.1%
92
84
$63.8K 0.1%
283
+2
85
$62.9K 0.09%
121
86
$59.9K 0.09%
336
-10
87
$59.2K 0.09%
164
88
$59.1K 0.09%
802
+4
89
$58.3K 0.09%
66
90
$57.4K 0.09%
1,267
+13
91
$57.1K 0.09%
276
+1
92
$55.3K 0.08%
872
-59
93
$53.6K 0.08%
905
+3
94
$51.9K 0.08%
353
+11
95
$51.3K 0.08%
330
+1
96
$50.4K 0.08%
843
-53
97
$50.2K 0.08%
202
98
$49.2K 0.07%
+1,524
99
$46.9K 0.07%
642
+1
100
$46.8K 0.07%
745
+8
2 3
4
5 6