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
126
$29.2K 0.05%
+631
127
$29K 0.05%
+500
128
$28.5K 0.05%
+127
129
$28K 0.05%
+397
130
$27K 0.04%
+429
131
$26.5K 0.04%
+422
132
$26.2K 0.04%
+713
133
$25.2K 0.04%
+190
134
$25.1K 0.04%
+334
135
$24.4K 0.04%
+337
136
$23.8K 0.04%
+362
137
$23.7K 0.04%
+387
138
$22.3K 0.04%
+645
139
$22.3K 0.04%
+217
140
$22K 0.04%
+1,278
141
$22K 0.04%
+261
142
$21.8K 0.04%
+640
143
$21.6K 0.04%
+714
144
$21.6K 0.04%
+1,164
145
$21.5K 0.04%
+170
146
$21.4K 0.04%
+637
147
$21K 0.03%
+383
148
$20.3K 0.03%
+77
149
$19.9K 0.03%
+462
150
$19.8K 0.03%
+34
4 5
6
7 8