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
$80.4M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$1.83M
3 +$1.7M
4
MLPA icon
Global X MLP ETF
MLPA
+$1.28M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$697K

Top Sells

1 +$170K
2 +$140K
3 +$106K
4
VTV icon
Vanguard Value ETF
VTV
+$87.7K
5
VUG icon
Vanguard Growth ETF
VUG
+$76.3K

Sector Composition

1 Technology 16.08%
2 Consumer Discretionary 10.81%
3 Communication Services 8.56%
4 Financials 6.18%
5 Healthcare 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SQM icon
176
Sociedad Química y Minera de Chile
SQM
$18.3B
$9.67K 0.01%
+225
CSX icon
177
CSX Corp
CSX
$64.9B
$9.48K 0.01%
+267
COLD icon
178
Americold
COLD
$3.13B
$9.36K 0.01%
+765
ESGU icon
179
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$9.32K 0.01%
+64
CARR icon
180
Carrier Global
CARR
$45.7B
$8.97K 0.01%
+150
KNG icon
181
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.52B
$8.92K 0.01%
+181
WTAI icon
182
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$488M
$8.86K 0.01%
+310
DUOL icon
183
Duolingo
DUOL
$8.57B
$8.69K 0.01%
+27
KSA icon
184
iShares MSCI Saudi Arabia ETF
KSA
$645M
$8.54K 0.01%
+211
REAL icon
185
The RealReal
REAL
$1.65B
$8.5K 0.01%
+800
FNDX icon
186
Schwab Fundamental US Large Company Index ETF
FNDX
$21.7B
$8.43K 0.01%
+320
T icon
187
AT&T
T
$183B
$8.32K 0.01%
+295
PAWZ icon
188
ProShares Pet Care ETF
PAWZ
$49.6M
$8.21K 0.01%
+146
YUMC icon
189
Yum China
YUMC
$17.3B
$8.13K 0.01%
+190
IUSB icon
190
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$7.95K 0.01%
+170
PM icon
191
Philip Morris
PM
$243B
$7.32K 0.01%
+45
GMED icon
192
Globus Medical
GMED
$12B
$6.99K 0.01%
+122
BNDX icon
193
Vanguard Total International Bond ETF
BNDX
$72.4B
$6.96K 0.01%
+141
ROBO icon
194
ROBO Global Robotics & Automation Index ETF
ROBO
$1.25B
$6.96K 0.01%
+106
ZTS icon
195
Zoetis
ZTS
$56.1B
$6.9K 0.01%
+47
MCHP icon
196
Microchip Technology
MCHP
$28.9B
$6.65K 0.01%
+104
BCS icon
197
Barclays
BCS
$79B
$6.2K 0.01%
+300
RXO icon
198
RXO
RXO
$2.17B
$5.95K 0.01%
+387
FNDF icon
199
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$5.81K 0.01%
+135
SRVR icon
200
Pacer Data & Infrastructure Real Estate ETF
SRVR
$389M
$5.3K 0.01%
+167