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
$60.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$4.56M
3
+$4.19M
4
BND icon
Vanguard Total Bond Market
BND
+$3.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 9.08%
3 Communication Services 6.03%
4 Financials 4.97%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$19.4K 0.03%
+911
152
$19.3K 0.03%
+132
153
$18.1K 0.03%
+363
154
$18K 0.03%
+452
155
$18K 0.03%
+187
156
$17.6K 0.03%
+757
157
$17.4K 0.03%
+38
158
$17.4K 0.03%
+109
159
$17.3K 0.03%
+268
160
$17.3K 0.03%
+261
161
$17.1K 0.03%
+250
162
$17K 0.03%
+1,317
163
$16.5K 0.03%
+116
164
$16K 0.03%
+108
165
$15.6K 0.03%
+85
166
$15.5K 0.03%
+91
167
$14.7K 0.02%
+95
168
$14.4K 0.02%
+214
169
$13.9K 0.02%
+281
170
$12.9K 0.02%
+210
171
$12.6K 0.02%
+100
172
$12.5K 0.02%
+304
173
$11.9K 0.02%
+49
174
$11.8K 0.02%
+46
175
$11.7K 0.02%
+291
5 6
7
8 9