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
$67M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$380K
2
+$253K
3
+$171K
4
TSM icon
TSMC
TSM
+$138K
5
MSFT icon
Microsoft
MSFT
+$133K

Top Sells

1
+$206K
2
+$164K
3
+$155K
4
PAWZ icon
ProShares Pet Care ETF
PAWZ
+$151K
5
J icon
Jacobs Solutions
J
+$146K

Sector Composition

1 Technology 14.28%
2 Consumer Discretionary 10.19%
3 Communication Services 6.76%
4 Financials 5.13%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11.8K 0.02%
83
177
$11.8K 0.02%
1,400
178
$11.4K 0.02%
223
-82
179
$11.3K 0.02%
47
180
$11.2K 0.02%
41
181
$11.1K 0.02%
72
+45
182
$10.9K 0.02%
112
183
$10.8K 0.02%
387
184
$10.7K 0.02%
111
185
$10.1K 0.02%
533
+16
186
$9.99K 0.01%
70
-10
187
$9.81K 0.01%
170
188
$9.7K 0.01%
81
189
$9.52K 0.01%
34
190
$9.38K 0.01%
225
191
$9.22K 0.01%
267
-381
192
$8.74K 0.01%
56
-62
193
$8.73K 0.01%
122
194
$8.67K 0.01%
203
-1
195
$8.07K 0.01%
101
+1
196
$8.05K 0.01%
171
+1
197
$7.63K 0.01%
315
+1
198
$7.62K 0.01%
27
199
$7.53K 0.01%
150
200
$7.53K 0.01%
315
+3
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