WAG

Wiser Advisor Group Portfolio holdings

AUM $80.4M
1-Year Est. Return 17.25%
This Quarter Est. Return
1 Year Est. Return
+17.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.7M
AUM Growth
-$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$526K
3
+$342K
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$292K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$255K

Top Sells

1
+$710K
2
+$455K
3
+$364K
4
VB icon
Vanguard Small-Cap ETF
VB
+$343K
5
VUG icon
Vanguard Growth ETF
VUG
+$204K

Sector Composition

1 Technology 14.13%
2 Consumer Discretionary 10.77%
3 Communication Services 7.15%
4 Healthcare 6.78%
5 Financials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$19.2K 0.03%
221
-17
152
$17.2K 0.03%
116
+2
153
$16.6K 0.02%
179
+2
154
$16.3K 0.02%
360
155
$16K 0.02%
746
+8
156
$15.5K 0.02%
305
+5
157
$15.2K 0.02%
139
158
$15.1K 0.02%
387
159
$14.9K 0.02%
72
160
$14.8K 0.02%
453
+5
161
$14.4K 0.02%
221
162
$14.3K 0.02%
276
+5
163
$13.9K 0.02%
190
-20
164
$13.9K 0.02%
232
+5
165
$13.7K 0.02%
246
166
$13.6K 0.02%
121
+96
167
$12.8K 0.02%
70
168
$12.5K 0.02%
489
-646
169
$12.2K 0.02%
+192
170
$12.1K 0.02%
111
171
$11.9K 0.02%
100
172
$11.8K 0.02%
557
+13
173
$11.8K 0.02%
83
174
$11.4K 0.02%
100
+1
175
$11.2K 0.02%
561
+14
5 6
7
8 9