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
101
$43.5K 0.07%
326
+1
102
$43.3K 0.07%
681
-421
103
$43K 0.07%
705
104
$42.4K 0.07%
44
105
$42.3K 0.07%
328
+1
106
$40.7K 0.06%
724
+7
107
$40.2K 0.06%
637
+2
108
$39.8K 0.06%
1,336
+16
109
$38.9K 0.06%
772
+5
110
$38.3K 0.06%
275
111
$36.6K 0.06%
506
+2
112
$35.9K 0.06%
679
+2
113
$35.5K 0.06%
905
114
$34.1K 0.05%
236
+3
115
$33.6K 0.05%
2,419
+1,102
116
$33.6K 0.05%
128
+1
117
$33.6K 0.05%
1,789
+30
118
$33.3K 0.05%
139
119
$32.4K 0.05%
831
+12
120
$30.5K 0.05%
501
+1
121
$30.4K 0.05%
190
122
$30.3K 0.05%
728
+15
123
$30.1K 0.05%
459
-5
124
$29.5K 0.05%
277
+2
125
$28.9K 0.05%
63
+25
3 4
5
6 7