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
76
$88.6K 0.13%
950
77
$70.9K 0.1%
264
+1
78
$66K 0.1%
172
79
$63.2K 0.09%
704
+5
80
$61.8K 0.09%
872
81
$61.7K 0.09%
288
+3
82
$61.2K 0.09%
164
83
$60.2K 0.09%
360
+4
84
$59.1K 0.09%
279
+1
85
$58.4K 0.09%
1,292
+13
86
$57.7K 0.09%
1,271
-3,565
87
$56.4K 0.08%
333
+1
88
$56.3K 0.08%
1,081
-3,395
89
$55.3K 0.08%
814
+6
90
$54.1K 0.08%
121
+1
91
$54.1K 0.08%
66
92
$53.5K 0.08%
913
+4
93
$52.7K 0.08%
655
94
$52K 0.08%
896
+12
95
$50K 0.07%
1,812
96
$49K 0.07%
646
+2
97
$48.7K 0.07%
784
+178
98
$48.3K 0.07%
203
+1
99
$46.9K 0.07%
693
+3
100
$46.2K 0.07%
1,415
+21
2 3
4
5 6