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
201
$5.96K 0.01%
57
202
$5.89K 0.01%
310
203
$5.86K 0.01%
65
+1
204
$5.69K 0.01%
229
+5
205
$5.46K 0.01%
106
-3,052
206
$5.37K 0.01%
295
-1,164
207
$5.16K 0.01%
319
+2
208
$4.94K 0.01%
102
+1
209
$4.91K 0.01%
33
210
$4.87K 0.01%
+166
211
$4.86K 0.01%
135
212
$4.83K 0.01%
138
-66
213
$4.76K 0.01%
75
-27
214
$4.72K 0.01%
102
+1
215
$4.65K 0.01%
150
216
$4.55K 0.01%
296
217
$4.51K 0.01%
59
+1
218
$4.38K 0.01%
500
219
$4.36K 0.01%
76
220
$4.31K 0.01%
800
221
$4.18K 0.01%
152
222
$4K 0.01%
45
223
$3.99K 0.01%
20
224
$3.82K 0.01%
151
225
$3.46K 0.01%
46
7 8
9
10 11