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
201
$7.52K 0.01%
100
202
$6.86K 0.01%
103
-358
203
$6.82K 0.01%
310
204
$6.33K 0.01%
57
-1
205
$6.18K 0.01%
310
+200
206
$5.92K 0.01%
63
-84
207
$5.75K 0.01%
65
208
$5.61K 0.01%
500
209
$5.56K 0.01%
220
-186
210
$5.27K 0.01%
43
211
$4.88K 0.01%
131
+1
212
$4.86K 0.01%
150
213
$4.81K 0.01%
33
214
$4.71K 0.01%
100
+1
215
$4.51K 0.01%
152
216
$4.28K 0.01%
45
217
$4.22K 0.01%
23
-1
218
$3.84K 0.01%
46
219
$3.71K 0.01%
204
+1
220
$3.6K 0.01%
296
+1
221
$3.41K 0.01%
76
222
$3.37K 0.01%
319
+4
223
$3.21K ﹤0.01%
9
224
$3.15K ﹤0.01%
69
225
$3.1K ﹤0.01%
70
7 8
9
10 11