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
$63.6M
AUM Growth
-$240K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$134K
3
+$132K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$123K
5
ZM icon
Zoom
ZM
+$116K

Top Sells

1
+$763K
2
+$477K
3
+$230K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$212K
5
NVDA icon
NVIDIA
NVDA
+$135K

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 9.72%
3 Communication Services 7.2%
4 Financials 5.15%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.5K 0.02%
261
+6
177
$12.3K 0.02%
1,400
178
$12.2K 0.02%
41
+1
179
$12.2K 0.02%
440
+6
180
$11.7K 0.02%
72
+14
181
$11.6K 0.02%
+427
182
$11.6K 0.02%
97
+2
183
$11.5K 0.02%
83
184
$11.3K 0.02%
73
+2
185
$11.1K 0.02%
44
+1
186
$11.1K 0.02%
50
+2
187
$10.9K 0.02%
521
+13
188
$10.3K 0.02%
750
189
$10.1K 0.02%
387
190
$10.1K 0.02%
112
191
$9.86K 0.02%
406
+82
192
$9.33K 0.01%
148
+1
193
$9.18K 0.01%
47
+1
194
$9.17K 0.01%
171
+1
195
$9.17K 0.01%
225
196
$9.15K 0.01%
100
+1
197
$9.12K 0.01%
81
198
$9.07K 0.01%
170
+5
199
$9K 0.01%
517
+17
200
$8.96K 0.01%
34
+1
6 7
8
9 10