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
$80.4M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$1.83M
3 +$1.7M
4
MLPA icon
Global X MLP ETF
MLPA
+$1.28M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$697K

Top Sells

1 +$170K
2 +$140K
3 +$106K
4
VTV icon
Vanguard Value ETF
VTV
+$87.7K
5
VUG icon
Vanguard Growth ETF
VUG
+$76.3K

Sector Composition

1 Technology 16.08%
2 Consumer Discretionary 10.81%
3 Communication Services 8.56%
4 Financials 6.18%
5 Healthcare 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MO icon
151
Altria Group
MO
$99.3B
$15.9K 0.02%
+240
ARE icon
152
Alexandria Real Estate Equities
ARE
$9.18B
$15.4K 0.02%
+185
PYPL icon
153
PayPal
PYPL
$58.6B
$14.8K 0.02%
+221
FMB icon
154
First Trust Managed Municipal ETF
FMB
$1.94B
$14.7K 0.02%
+290
GLPI icon
155
Gaming and Leisure Properties
GLPI
$12.4B
$14.7K 0.02%
+315
VWO icon
156
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$14.3K 0.02%
+264
EPRT icon
157
Essential Properties Realty Trust
EPRT
$6.24B
$13.7K 0.02%
+461
AMLP icon
158
Alerian MLP ETF
AMLP
$10.6B
$13.5K 0.02%
+287
AZN icon
159
AstraZeneca
AZN
$281B
$13.3K 0.02%
+173
NKE icon
160
Nike
NKE
$96.7B
$13.1K 0.02%
+188
PFE icon
161
Pfizer
PFE
$144B
$12.8K 0.02%
+501
WEC icon
162
WEC Energy
WEC
$35.6B
$12.7K 0.02%
+111
PFFA icon
163
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.92B
$12.7K 0.02%
+584
LAMR icon
164
Lamar Advertising Co
LAMR
$13.4B
$12.6K 0.02%
+103
BLOK icon
165
Amplify Blockchain Technology ETF
BLOK
$1.17B
$12.3K 0.02%
+184
XHS icon
166
State Street SPDR S&P Health Care Services ETF
XHS
$86.5M
$11.4K 0.01%
+112
VTI icon
167
Vanguard Total Stock Market ETF
VTI
$562B
$11.2K 0.01%
+34
UMC icon
168
United Microelectronic
UMC
$18.9B
$11.1K 0.01%
+1,469
C icon
169
Citigroup
C
$184B
$10.9K 0.01%
+107
BXMT icon
170
Blackstone Mortgage Trust
BXMT
$3.26B
$10.8K 0.01%
+589
VZ icon
171
Verizon
VZ
$172B
$10.6K 0.01%
+241
KMB icon
172
Kimberly-Clark
KMB
$36B
$10.3K 0.01%
+83
FDX icon
173
FedEx
FDX
$64.5B
$9.87K 0.01%
+42
UBER icon
174
Uber
UBER
$180B
$9.8K 0.01%
+100
TSCO icon
175
Tractor Supply
TSCO
$28.4B
$9.71K 0.01%
+171