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
126
$28K 0.04%
536
-455
127
$27.9K 0.04%
44
128
$27.9K 0.04%
282
+2
129
$27.7K 0.04%
438
+3
130
$27.5K 0.04%
412
+3
131
$26.1K 0.04%
379
+3
132
$25.6K 0.04%
350
-21
133
$25.4K 0.04%
1,179
+3
134
$24.2K 0.04%
738
+10
135
$23.9K 0.04%
572
136
$23.2K 0.03%
667
+6
137
$23.1K 0.03%
781
138
$23.1K 0.03%
219
139
$23.1K 0.03%
136
+1
140
$22.4K 0.03%
1,327
+25
141
$21.6K 0.03%
269
+1
142
$21.3K 0.03%
801
+8
143
$21.1K 0.03%
257
+2
144
$20.8K 0.03%
77
145
$20.8K 0.03%
99
+1
146
$20.3K 0.03%
44
-4
147
$19.7K 0.03%
462
148
$19.6K 0.03%
35
149
$19.5K 0.03%
133
+1
150
$19.3K 0.03%
911
+11
4 5
6
7 8