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
$63.6M
AUM Growth
-$240K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$134K
3
+$132K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$123K
5
ZM icon
Zoom
ZM
+$116K

Top Sells

1
+$763K
2
+$477K
3
+$230K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$212K
5
NVDA icon
NVIDIA
NVDA
+$135K

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 9.72%
3 Communication Services 7.2%
4 Financials 5.15%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27.2K 0.04%
439
+6
127
$26.8K 0.04%
691
-140
128
$26.6K 0.04%
+274
129
$26.3K 0.04%
365
+5
130
$26.2K 0.04%
403
+5
131
$25.3K 0.04%
429
+4
132
$25.1K 0.04%
219
+2
133
$25K 0.04%
461
+2
134
$24.4K 0.04%
1,167
+6
135
$24K 0.04%
770
+13
136
$24K 0.04%
337
137
$23.6K 0.04%
58
+44
138
$23.3K 0.04%
651
+7
139
$22.7K 0.04%
572
-65
140
$22K 0.03%
1,334
+27
141
$22K 0.03%
134
+2
142
$21.6K 0.03%
648
+3
143
$21.4K 0.03%
1,328
144
$21.3K 0.03%
438
+164
145
$21.1K 0.03%
49
+41
146
$20.8K 0.03%
393
+7
147
$20.3K 0.03%
173
+3
148
$20.1K 0.03%
259
+72
149
$19.8K 0.03%
78
+1
150
$19.7K 0.03%
462
4 5
6
7 8