WAG
Wiser Advisor Group Portfolio holdings
AUM
$57.6M
1-Year Return
15.67%
This Quarter Return
+1.8%
1 Year Return
+15.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$68.8M
AUM Growth
+$1.75M
(+2.6%)
Cap. Flow
+$1.08M
Cap. Flow
% of AUM
1.56%
Top 10 Holdings %
Top 10 Hldgs %
44.89%
Holding
272
New
11
Increased
134
Reduced
35
Closed
4
Top Buys
| 1 |
Eli Lilly
LLY
|
$697K |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$122K |
| 3 |
Ferrari
RACE
|
$74.3K |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$72.5K |
| 5 |
Meta Platforms (Facebook)
META
|
$72K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$274K |
| 2 |
Walt Disney
DIS
|
$104K |
| 3 |
Jacobs Solutions
J
|
$91.6K |
| 4 |
Vanguard Value ETF
VTV
|
$47.9K |
| 5 |
CVS Health
CVS
|
$35.7K |
Sector Composition
| 1 | Technology | 15.11% |
| 2 | Consumer Discretionary | 10.91% |
| 3 | Communication Services | 7.22% |
| 4 | Financials | 5.46% |
| 5 | Healthcare | 4.36% |
