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
$63.8M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$314K
3
+$176K
4
AMZN icon
Amazon
AMZN
+$164K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$144K

Top Sells

1
+$780K
2
+$407K
3
+$152K
4
BND icon
Vanguard Total Bond Market
BND
+$130K
5
PANW icon
Palo Alto Networks
PANW
+$122K

Sector Composition

1 Technology 10.79%
2 Consumer Discretionary 9.68%
3 Communication Services 6.62%
4 Financials 5.24%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$19.3K 0.03%
251
+1
152
$18.5K 0.03%
1,328
-473
153
$18.5K 0.03%
1,307
+29
154
$18.1K 0.03%
921
+10
155
$18K 0.03%
765
+8
156
$17.9K 0.03%
718
+4
157
$17.4K 0.03%
95
158
$17.2K 0.03%
187
159
$16.6K 0.03%
91
160
$16.3K 0.03%
110
+1
161
$16.2K 0.03%
210
162
$16K 0.03%
264
-4
163
$16K 0.03%
366
+3
164
$15.3K 0.02%
100
165
$15.2K 0.02%
90
-4,606
166
$14.5K 0.02%
137
+96
167
$14.3K 0.02%
210
-4
168
$13.8K 0.02%
155
+143
169
$13.2K 0.02%
285
+4
170
$13.1K 0.02%
274
-30
171
$13K 0.02%
297
+6
172
$12.2K 0.02%
71
173
$12.1K 0.02%
+255
174
$12K 0.02%
48
-1
175
$11.8K 0.02%
40
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7
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