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
126
$28.8K 0.05%
637
+6
127
$28.2K 0.04%
425
+3
128
$28.2K 0.04%
334
129
$28.2K 0.04%
217
130
$27.6K 0.04%
757
+305
131
$25.8K 0.04%
398
+1
132
$24.9K 0.04%
337
133
$24.8K 0.04%
433
+4
134
$24.2K 0.04%
360
-2
135
$24.2K 0.04%
637
136
$23.9K 0.04%
645
137
$23.7K 0.04%
1,161
-3
138
$23.6K 0.04%
261
139
$23.2K 0.04%
77
140
$23K 0.04%
644
+4
141
$22.5K 0.04%
386
+3
142
$22.1K 0.03%
170
143
$21.9K 0.03%
108
144
$21.5K 0.03%
132
145
$21.4K 0.03%
84
-1
146
$20.9K 0.03%
312
-393
147
$20.8K 0.03%
387
148
$20.7K 0.03%
116
149
$19.7K 0.03%
462
150
$19.5K 0.03%
262
+1
4 5
6
7 8