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
$60.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$4.56M
3
+$4.19M
4
BND icon
Vanguard Total Bond Market
BND
+$3.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 9.08%
3 Communication Services 6.03%
4 Financials 4.97%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.61K 0.01%
+170
202
$7.16K 0.01%
+165
203
$6.61K 0.01%
+201
204
$6.48K 0.01%
+175
205
$6.41K 0.01%
+312
206
$6.31K 0.01%
+138
207
$6.19K 0.01%
+75
208
$6.13K 0.01%
+27
209
$6.09K 0.01%
+16
210
$6.07K 0.01%
+59
211
$5.87K 0.01%
+590
212
$5.65K 0.01%
+313
213
$5.55K 0.01%
+10
214
$5.5K 0.01%
+62
215
$5.49K 0.01%
+56
216
$5.46K 0.01%
+111
217
$5.42K 0.01%
+67
218
$5.01K 0.01%
+663
219
$4.99K 0.01%
+14
220
$4.9K 0.01%
+36
221
$4.89K 0.01%
+64
222
$4.87K 0.01%
+33
223
$4.59K 0.01%
+160
224
$4.51K 0.01%
+97
225
$4.37K 0.01%
+130
7 8
9
10 11