WAG
Wiser Advisor Group Portfolio holdings
AUM
$57.6M
This Quarter Return
+6.84%
1 Year Return
+15.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$67M
AUM Growth
+$67M
(+5.4%)
Cap. Flow
-$524K
Cap. Flow
% of AUM
-0.78%
Top 10 Holdings %
Top 10 Hldgs %
44.72%
Holding
305
New
2
Increased
101
Reduced
78
Closed
44
Top Buys
| 1 |
TC Energy
TRP
|
$380K |
| 2 |
NVIDIA
NVDA
|
$253K |
| 3 |
Zoom
ZM
|
$171K |
| 4 |
TSMC
TSM
|
$138K |
| 5 |
Microsoft
MSFT
|
$133K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$206K |
| 2 |
Thermo Fisher Scientific
TMO
|
$164K |
| 3 |
Abbott
ABT
|
$155K |
| 4 |
ProShares Pet Care ETF
PAWZ
|
$151K |
| 5 |
Duke Energy
DUK
|
$134K |
Sector Composition
| 1 | Technology | 14.28% |
| 2 | Consumer Discretionary | 10.19% |
| 3 | Communication Services | 6.76% |
| 4 | Financials | 5.13% |
| 5 | Healthcare | 3.9% |
