WWM

Wiser Wealth Management Portfolio holdings

AUM $437M
1-Year Est. Return 11.58%
This Quarter Est. Return
1 Year Est. Return
+11.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$2.67M
3
+$2.39M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.34M

Top Sells

1
+$3.04M
2
+$1.16M
3
+$994K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$344K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$227K

Sector Composition

1 Technology 1.97%
2 Consumer Discretionary 0.78%
3 Communication Services 0.62%
4 Financials 0.41%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$3.06T
$1.14M 0.26%
4,686
+1,113
FTEC icon
27
Fidelity MSCI Information Technology Index ETF
FTEC
$16.3B
$1.13M 0.26%
5,095
+2,930
VIG icon
28
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$1.13M 0.26%
5,236
-284
AMZN icon
29
Amazon
AMZN
$2.27T
$1.05M 0.24%
4,789
+719
META icon
30
Meta Platforms (Facebook)
META
$1.8T
$796K 0.18%
1,084
+156
JNJ icon
31
Johnson & Johnson
JNJ
$465B
$782K 0.18%
+4,220
AVGO icon
32
Broadcom
AVGO
$1.65T
$727K 0.17%
2,204
+267
MUB icon
33
iShares National Muni Bond ETF
MUB
$40.3B
$634K 0.14%
5,953
+546
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.06T
$584K 0.13%
1,162
+299
SO icon
35
Southern Company
SO
$108B
$559K 0.13%
5,897
+21
TSLA icon
36
Tesla
TSLA
$1.46T
$556K 0.13%
1,251
-27
SPTM icon
37
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
$546K 0.12%
6,775
-682
JPM icon
38
JPMorgan Chase
JPM
$810B
$538K 0.12%
1,705
+194
WMT icon
39
Walmart
WMT
$859B
$474K 0.11%
4,604
-1,260
GOOG icon
40
Alphabet (Google) Class C
GOOG
$3.07T
$462K 0.11%
1,897
+205
V icon
41
Visa
V
$664B
$424K 0.1%
1,241
+338
PG icon
42
Procter & Gamble
PG
$354B
$370K 0.08%
2,407
-97
LLY icon
43
Eli Lilly
LLY
$720B
$362K 0.08%
475
+163
ORCL icon
44
Oracle
ORCL
$830B
$359K 0.08%
+1,277
NFLX icon
45
Netflix
NFLX
$510B
$334K 0.08%
279
+13
NSC icon
46
Norfolk Southern
NSC
$65B
$320K 0.07%
1,064
-28
MA icon
47
Mastercard
MA
$507B
$268K 0.06%
471
+103
XOM icon
48
Exxon Mobil
XOM
$479B
$262K 0.06%
2,326
+415
PM icon
49
Philip Morris
PM
$246B
$260K 0.06%
1,600
+40
ADP icon
50
Automatic Data Processing
ADP
$114B
$238K 0.05%
812
-177
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