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
$60.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$4.56M
3
+$4.19M
4
BND icon
Vanguard Total Bond Market
BND
+$3.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 9.08%
3 Communication Services 6.03%
4 Financials 4.97%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K 0.02%
+430
177
$10.9K 0.02%
+750
178
$10.6K 0.02%
+258
179
$10.2K 0.02%
+40
180
$10.1K 0.02%
+83
181
$9.96K 0.02%
+112
182
$9.94K 0.02%
+94
183
$9.92K 0.02%
+116
184
$9.8K 0.02%
+43
185
$9.52K 0.02%
+20
186
$9.34K 0.02%
+111
187
$9.24K 0.02%
+71
188
$9K 0.02%
+387
189
$8.93K 0.01%
+99
190
$8.45K 0.01%
+147
191
$8.34K 0.01%
+32
192
$8.25K 0.01%
+76
193
$8.24K 0.01%
+500
194
$8.11K 0.01%
+326
195
$8.1K 0.01%
+308
196
$7.98K 0.01%
+61
197
$7.97K 0.01%
+124
198
$7.92K 0.01%
+33
199
$7.91K 0.01%
+80
200
$7.7K 0.01%
+167
6 7
8
9 10