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
$63.8M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$314K
3
+$176K
4
AMZN icon
Amazon
AMZN
+$164K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$144K

Top Sells

1
+$780K
2
+$407K
3
+$152K
4
BND icon
Vanguard Total Bond Market
BND
+$130K
5
PANW icon
Palo Alto Networks
PANW
+$122K

Sector Composition

1 Technology 10.79%
2 Consumer Discretionary 9.68%
3 Communication Services 6.62%
4 Financials 5.24%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.46K 0.01%
170
202
$8.37K 0.01%
124
203
$8.06K 0.01%
61
204
$8.04K 0.01%
324
-2
205
$7.82K 0.01%
500
206
$7.66K 0.01%
167
207
$7.14K 0.01%
76
208
$7.01K 0.01%
312
209
$6.63K 0.01%
202
+1
210
$6.45K 0.01%
16
211
$6.44K 0.01%
75
212
$5.96K 0.01%
27
213
$5.94K 0.01%
36
214
$5.89K 0.01%
14
215
$5.74K 0.01%
313
216
$5.57K 0.01%
61
-1
217
$5.53K 0.01%
56
218
$5.45K 0.01%
109
-2
219
$5.4K 0.01%
10
220
$5.27K 0.01%
138
221
$5.2K 0.01%
150
-25
222
$4.95K 0.01%
67
223
$4.9K 0.01%
63
-1
224
$4.74K 0.01%
160
225
$4.61K 0.01%
129
-1
7 8
9
10 11