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
101
$43.7K 0.07%
+327
102
$43.3K 0.07%
+705
103
$43K 0.07%
+767
104
$42.1K 0.07%
+1,320
105
$41.7K 0.07%
+2,141
106
$39.4K 0.07%
+905
107
$39.2K 0.07%
+705
108
$38.6K 0.06%
+44
109
$37.8K 0.06%
+248
110
$37.8K 0.06%
+221
111
$37K 0.06%
+717
112
$36.9K 0.06%
+635
113
$36.7K 0.06%
+1,801
114
$36K 0.06%
+820
115
$35.9K 0.06%
+275
116
$34.8K 0.06%
+1,759
117
$34.7K 0.06%
+504
118
$33.9K 0.06%
+387
119
$33.1K 0.06%
+68
120
$31.6K 0.05%
+275
121
$31.3K 0.05%
+233
122
$30.3K 0.05%
+139
123
$30.3K 0.05%
+819
124
$30.2K 0.05%
+464
125
$29.5K 0.05%
+677
3 4
5
6 7