WWM

Wiser Wealth Management Portfolio holdings

AUM $464M
1-Year Est. Return 13.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$464M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$4.55M
3
+$1.69M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$1.57M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.44M

Top Sells

1
+$249K
2
+$219K
3
+$205K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$137K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$81.4K

Sector Composition

1 Technology 1.68%
2 Consumer Discretionary 0.75%
3 Communication Services 0.7%
4 Consumer Staples 0.42%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXUS icon
26
Vanguard Total International Stock ETF
VXUS
$145B
$1.39M 0.3%
18,042
-1,728
VIG icon
27
Vanguard Dividend Appreciation ETF
VIG
$105B
$1.33M 0.29%
6,207
+875
AMZN icon
28
Amazon
AMZN
$2.69T
$1.16M 0.25%
5,579
+570
JNJ icon
29
Johnson & Johnson
JNJ
$564B
$1.06M 0.23%
4,355
+55
FTEC icon
30
Fidelity MSCI Information Technology Index ETF
FTEC
$17.4B
$1.04M 0.22%
4,987
AVGO icon
31
Broadcom
AVGO
$1.92T
$732K 0.16%
2,364
+199
META icon
32
Meta Platforms (Facebook)
META
$1.75T
$661K 0.14%
1,155
+38
MUB icon
33
iShares National Muni Bond ETF
MUB
$43.7B
$643K 0.14%
6,056
+171
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.11T
$634K 0.14%
2,210
+259
WMT icon
35
Walmart Inc
WMT
$1.02T
$603K 0.13%
4,854
+119
SO icon
36
Southern Company
SO
$107B
$582K 0.13%
6,025
+15
VEU icon
37
Vanguard FTSE All-World ex-US ETF
VEU
$64.5B
$536K 0.12%
+7,138
TSLA icon
38
Tesla
TSLA
$1.5T
$532K 0.11%
1,432
+101
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.02T
$528K 0.11%
1,101
+110
SPTM icon
40
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.8B
$482K 0.1%
6,099
-108
JPM icon
41
JPMorgan Chase
JPM
$831B
$481K 0.1%
1,635
-108
VCSH icon
42
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.7B
$465K 0.1%
5,862
+2,237
LLY icon
43
Eli Lilly
LLY
$828B
$444K 0.1%
483
+30
XOM icon
44
Exxon Mobil
XOM
$609B
$433K 0.09%
2,554
+133
PG icon
45
Procter & Gamble
PG
$341B
$421K 0.09%
2,915
+196
KO icon
46
Coca-Cola
KO
$326B
$405K 0.09%
5,329
+849
V icon
47
Visa
V
$610B
$382K 0.08%
1,263
-4
FBTC icon
48
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.2B
$334K 0.07%
+5,661
NSC icon
49
Norfolk Southern
NSC
$67.9B
$317K 0.07%
1,106
+8
FTI icon
50
TechnipFMC
FTI
$28.2B
$314K 0.07%
4,541
+12
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