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
$67M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$380K
2
+$253K
3
+$171K
4
TSM icon
TSMC
TSM
+$138K
5
MSFT icon
Microsoft
MSFT
+$133K

Top Sells

1
+$206K
2
+$164K
3
+$155K
4
PAWZ icon
ProShares Pet Care ETF
PAWZ
+$151K
5
J icon
Jacobs Solutions
J
+$146K

Sector Composition

1 Technology 14.28%
2 Consumer Discretionary 10.19%
3 Communication Services 6.76%
4 Financials 5.13%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20.9K 0.03%
254
+1
152
$20.8K 0.03%
175
+2
153
$20.7K 0.03%
732
+5
154
$20.4K 0.03%
113
155
$20.2K 0.03%
387
156
$20.1K 0.03%
100
157
$19.3K 0.03%
46
158
$19.2K 0.03%
97
+1
159
$18K 0.03%
131
+1
160
$17.9K 0.03%
110
161
$17.6K 0.03%
90
-1
162
$17.5K 0.03%
264
-1
163
$17.2K 0.03%
221
164
$17K 0.03%
355
165
$16.4K 0.02%
210
-1
166
$15.3K 0.02%
138
-1
167
$15.2K 0.02%
295
+4
168
$15.2K 0.02%
444
+4
169
$13.8K 0.02%
245
+74
170
$13.1K 0.02%
98
+1
171
$12.5K 0.02%
266
+5
172
$12.4K 0.02%
766
-562
173
$12.2K 0.02%
532
+11
174
$11.9K 0.02%
148
175
$11.8K 0.02%
72
5 6
7
8 9