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
$63.8M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$314K
3
+$176K
4
AMZN icon
Amazon
AMZN
+$164K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$144K

Top Sells

1
+$780K
2
+$407K
3
+$152K
4
BND icon
Vanguard Total Bond Market
BND
+$130K
5
PANW icon
Palo Alto Networks
PANW
+$122K

Sector Composition

1 Technology 10.79%
2 Consumer Discretionary 9.68%
3 Communication Services 6.62%
4 Financials 5.24%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11.6K 0.02%
434
+4
177
$11.4K 0.02%
95
+1
178
$11.3K 0.02%
+1,400
179
$11.3K 0.02%
43
180
$11.1K 0.02%
+225
181
$11K 0.02%
80
182
$10.9K 0.02%
750
183
$10.8K 0.02%
116
184
$10.8K 0.02%
256
-2
185
$10.7K 0.02%
83
186
$10.6K 0.02%
+508
187
$10.6K 0.02%
112
188
$10.5K 0.02%
20
189
$10.5K 0.02%
58
+25
190
$10.1K 0.02%
46
191
$9.96K 0.02%
+500
192
$9.12K 0.01%
111
193
$8.95K 0.01%
81
+22
194
$8.92K 0.01%
99
195
$8.83K 0.01%
+200
196
$8.76K 0.01%
165
197
$8.71K 0.01%
33
198
$8.67K 0.01%
311
+3
199
$8.57K 0.01%
147
200
$8.46K 0.01%
387
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