WAG

Wiser Advisor Group Portfolio holdings

AUM $87.4M
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.4M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1 +$2.28M
2 +$1.8M
3 +$1.59M
4
MLPA icon
Global X MLP ETF
MLPA
+$1.32M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$680K

Top Sells

1 +$164K
2 +$139K
3 +$102K
4
VTV icon
Vanguard Value ETF
VTV
+$85.1K
5
VUG icon
Vanguard Growth ETF
VUG
+$72.9K

Sector Composition

1 Technology 16.08%
2 Consumer Discretionary 10.81%
3 Communication Services 8.56%
4 Financials 6.18%
5 Healthcare 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SQM icon
176
Sociedad Química y Minera de Chile
SQM
$25.3B
$9.67K 0.01%
+225
CSX icon
177
CSX Corp
CSX
$81.3B
$9.48K 0.01%
+267
COLD icon
178
Americold
COLD
$3.69B
$9.36K 0.01%
+765
ESGU icon
179
iShares ESG Aware MSCI USA ETF
ESGU
$16.3B
$9.32K 0.01%
+64
CARR icon
180
Carrier Global
CARR
$51.5B
$8.97K 0.01%
+150
KNG icon
181
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.44B
$8.92K 0.01%
+181
WTAI icon
182
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$446M
$8.86K 0.01%
+310
DUOL icon
183
Duolingo
DUOL
$4.92B
$8.69K 0.01%
+27
KSA icon
184
iShares MSCI Saudi Arabia ETF
KSA
$733M
$8.54K 0.01%
+211
REAL icon
185
The RealReal
REAL
$1.41B
$8.5K 0.01%
+800
FNDX icon
186
Schwab Fundamental US Large Company Index ETF
FNDX
$25.3B
$8.43K 0.01%
+320
T icon
187
AT&T
T
$183B
$8.32K 0.01%
+295
PAWZ icon
188
ProShares Pet Care ETF
PAWZ
$42.3M
$8.21K 0.01%
+146
YUMC icon
189
Yum China
YUMC
$17.1B
$8.13K 0.01%
+190
IUSB icon
190
iShares Core Universal USD Bond ETF
IUSB
$36.5B
$7.95K 0.01%
+170
PM icon
191
Philip Morris
PM
$246B
$7.32K 0.01%
+45
GMED icon
192
Globus Medical
GMED
$13.1B
$6.99K 0.01%
+122
BNDX icon
193
Vanguard Total International Bond ETF
BNDX
$78.1B
$6.96K 0.01%
+141
ROBO icon
194
ROBO Global Robotics & Automation Index ETF
ROBO
$1.74B
$6.96K 0.01%
+106
ZTS icon
195
Zoetis
ZTS
$51.6B
$6.9K 0.01%
+47
MCHP icon
196
Microchip Technology
MCHP
$43.5B
$6.65K 0.01%
+104
BCS icon
197
Barclays
BCS
$82.4B
$6.2K 0.01%
+300
RXO icon
198
RXO
RXO
$3.22B
$5.95K 0.01%
+387
FNDF icon
199
Schwab Fundamental International Large Company Index ETF
FNDF
$23B
$5.81K 0.01%
+135
SRVR icon
200
Pacer Data & Infrastructure Real Estate ETF
SRVR
$403M
$5.3K 0.01%
+167