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
126
$30.3K 0.05%
783
+13
127
$29.9K 0.04%
306
+47
128
$29.7K 0.04%
476
129
$29.5K 0.04%
337
130
$29K 0.04%
406
+3
131
$28.8K 0.04%
431
+2
132
$28.1K 0.04%
201
-77
133
$28K 0.04%
276
+2
134
$27.2K 0.04%
262
-25
135
$26.7K 0.04%
58
136
$26K 0.04%
1,173
+6
137
$24.6K 0.04%
1,357
+23
138
$24.4K 0.04%
428
-10
139
$24.2K 0.04%
368
+3
140
$24K 0.04%
373
+2
141
$23.2K 0.03%
134
142
$23.1K 0.03%
656
+5
143
$23K 0.03%
48
-1
144
$22.7K 0.03%
572
145
$22.4K 0.03%
462
146
$21.9K 0.03%
266
+1
147
$21.9K 0.03%
943
+9
148
$21.9K 0.03%
785
+9
149
$21.7K 0.03%
398
+5
150
$21.1K 0.03%
77
-1
4 5
6
7 8