WAG

Wiser Advisor Group Portfolio holdings

AUM $87.4M
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
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
+$348K
2
+$246K
3
+$153K
4
TSM icon
TSMC
TSM
+$135K
5
MSFT icon
Microsoft
MSFT
+$132K

Top Sells

1
+$199K
2
+$157K
3
+$150K
4
PAWZ icon
ProShares Pet Care ETF
PAWZ
+$142K
5
J icon
Jacobs Solutions
J
+$135K

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
101
$46.3K 0.07%
44
102
$45.8K 0.07%
1,376
+20
103
$45.2K 0.07%
334
+2
104
$44.7K 0.07%
687
+3
105
$42.1K 0.06%
1,843
+25
106
$41.6K 0.06%
305
-39
107
$41.6K 0.06%
387
108
$39.5K 0.06%
786
+6
109
$39.4K 0.06%
2,236
+24
110
$38.9K 0.06%
241
+2
111
$38.3K 0.06%
592
-43
112
$37.2K 0.06%
905
113
$36.8K 0.05%
2,880
+357
114
$36.6K 0.05%
139
115
$35.4K 0.05%
302
+2
116
$35.1K 0.05%
652
+6
117
$34.1K 0.05%
190
118
$34K 0.05%
287
+3
119
$33.8K 0.05%
219
120
$33.7K 0.05%
759
+15
121
$33.5K 0.05%
444
+5
122
$33.1K 0.05%
510
+1
123
$32.4K 0.05%
518
-71
124
$31.1K 0.05%
442
125
$30.5K 0.05%
781
-500
3 4
5
6 7