WWM
Wiser Wealth Management Portfolio holdings
AUM $356M
AUM
$356M
AUM Growth
+$172K (+0.1%)
Cap. Flow
+$9.89M
Cap. Flow % of AUM
2.77%
Top 10 Holdings %Top 10 Hldgs %
86.99%
Holding
49
New
1
Increased
37
Reduced
11
Closed
–
Top Buys
| 1 | $2.72M | |
| 2 | $1.65M | |
| 3 | $1.44M | |
| 4 | $1.07M | |
| 5 | $908K |
Top Sells
| 1 | $935K | |
| 2 | $852K | |
| 3 | $325K | |
| 4 | $112K | |
| 5 | $97.1K |
Sector Composition
| 1 | Technology | 1.46% |
| 2 | Consumer Discretionary | 0.81% |
| 3 | Communication Services | 0.42% |
| 4 | Utilities | 0.34% |
| 5 | Financials | 0.29% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.03M | 0.29% | 9,498 +446 | +5% | +$48.3K | |||
| $740K | 0.21% | 3,889 +165 | +4% | +$31.4K | |||
| $564K | 0.16% | 3,647 +104 | +3% | +$16.1K | |||
| $547K | 0.15% | 8,037 -1,642 | -17% | -$112K | |||
| $481K | 0.14% | 835 +70 | +9% | +$40.3K | |||
| $454K | 0.13% | 2,665 -10 | -0.4% | -$1.7K | |||
| $437K | 0.12% | 820 +79 | +11% | +$42.1K | |||
| $432K | 0.12% | 32,941 +9,346 | +40% | +$123K | |||
| $366K | 0.1% | 3,697 | New | +$366K | |||
| $327K | 0.09% | 1,334 +57 | +4% | +$14K | |||
| $299K | 0.08% | 1,857 -602 | -24% | -$97.1K | |||
| $294K | 0.08% | 1,133 +19 | +2% | +$4.92K | |||
| $292K | 0.08% | 3,331 +21 | +0.6% | +$1.84K | |||
| $288K | 0.08% | 1,719 +121 | +8% | +$20.3K | |||
| $288K | 0.08% | 942 +4 | +0.4% | +$1.22K | |||
| $275K | 0.08% | 785 +69 | +10% | +$24.2K | |||
| $261K | 0.07% | 316 +22 | +7% | +$18.2K | |||
| $250K | 0.07% | 1,057 -2 | -0.2% | -$474 | |||
| $248K | 0.07% | 8,468 +43 | +0.5% | +$1.26K | |||
| $246K | 0.07% | 469 -13 | -3% | -$6.81K | |||
| $231K | 0.06% | 1,945 +45 | +2% | +$5.35K | |||
| $228K | 0.06% | 245 +10 | +4% | +$9.33K | |||
| $218K | 0.06% | 1,399 +89 | +7% | +$13.9K | |||
| $203K | 0.06% | 871 +13 | +2% | +$3.03K |
