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
101
$45.5K 0.07%
264
-72
102
$43.7K 0.06%
339
+2
103
$42.2K 0.06%
788
+14
104
$42K 0.06%
190
105
$41.8K 0.06%
349
-501
106
$41.6K 0.06%
387
107
$41.3K 0.06%
860
+9
108
$40.2K 0.06%
513
+1
109
$38.4K 0.06%
1,897
+28
110
$36.7K 0.05%
256
+15
111
$36.6K 0.05%
308
+3
112
$35.7K 0.05%
139
113
$34.5K 0.05%
313
+4
114
$34.5K 0.05%
485
+3
115
$34.1K 0.05%
441
+4
116
$33.8K 0.05%
337
117
$32.7K 0.05%
2,299
+38
118
$31.9K 0.05%
203
+1
119
$31.4K 0.05%
801
+8
120
$30.9K 0.05%
296
+4
121
$30.9K 0.05%
58
122
$30.4K 0.04%
310
+2
123
$29.6K 0.04%
428
124
$28.5K 0.04%
667
+8
125
$28.4K 0.04%
487
+10
3 4
5
6 7