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
$67.7M
AUM Growth
-$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$526K
3
+$342K
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$292K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$255K

Top Sells

1
+$710K
2
+$455K
3
+$364K
4
VB icon
Vanguard Small-Cap ETF
VB
+$343K
5
VUG icon
Vanguard Growth ETF
VUG
+$204K

Sector Composition

1 Technology 14.13%
2 Consumer Discretionary 10.77%
3 Communication Services 7.15%
4 Healthcare 6.78%
5 Financials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K 0.02%
112
177
$10.1K 0.01%
41
178
$10K 0.01%
766
179
$10K 0.01%
1,400
180
$9.46K 0.01%
149
181
$9.39K 0.01%
81
182
$9.33K 0.01%
34
183
$9.33K 0.01%
169
184
$9.08K 0.01%
180
-9,022
185
$8.94K 0.01%
225
186
$8.93K 0.01%
122
187
$8.56K 0.01%
207
+2
188
$8.49K 0.01%
107
-393
189
$8.38K 0.01%
27
190
$8.32K 0.01%
294
191
$7.86K 0.01%
267
192
$7.83K 0.01%
170
-3
193
$7.76K 0.01%
47
194
$7.5K 0.01%
318
+2
195
$7.4K 0.01%
72
196
$7.39K 0.01%
387
197
$7.29K 0.01%
149
-3
198
$7.29K 0.01%
100
199
$7.05K 0.01%
44
200
$6.02K 0.01%
+2,000
6 7
8
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