WWM

Wiser Wealth Management Portfolio holdings

AUM $450M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$870K
3
+$790K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$703K
5
BITB icon
Bitwise Bitcoin ETF
BITB
+$672K

Top Sells

1
+$1.48M
2
+$297K
3
+$238K
4
COST icon
Costco
COST
+$209K
5
BND icon
Vanguard Total Bond Market
BND
+$186K

Sector Composition

1 Technology 1.9%
2 Consumer Discretionary 0.73%
3 Communication Services 0.69%
4 Financials 0.39%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
26
Vanguard Total Stock Market ETF
VTI
$582B
$1.28M 0.28%
3,815
-291
VIG icon
27
Vanguard Dividend Appreciation ETF
VIG
$105B
$1.17M 0.26%
5,332
+96
AMZN icon
28
Amazon
AMZN
$2.56T
$1.16M 0.26%
5,009
+220
FTEC icon
29
Fidelity MSCI Information Technology Index ETF
FTEC
$16.8B
$1.12M 0.25%
4,987
-108
JNJ icon
30
Johnson & Johnson
JNJ
$527B
$890K 0.2%
4,300
+80
AVGO icon
31
Broadcom
AVGO
$1.67T
$749K 0.17%
2,165
-39
META icon
32
Meta Platforms (Facebook)
META
$1.56T
$737K 0.16%
1,117
+33
MUB icon
33
iShares National Muni Bond ETF
MUB
$42.1B
$630K 0.14%
5,885
-68
GOOG icon
34
Alphabet (Google) Class C
GOOG
$3.99T
$612K 0.14%
1,951
+54
TSLA icon
35
Tesla
TSLA
$1.46T
$599K 0.13%
1,331
+80
JPM icon
36
JPMorgan Chase
JPM
$842B
$562K 0.12%
1,743
+38
WMT icon
37
Walmart Inc
WMT
$954B
$528K 0.12%
4,735
+131
SO icon
38
Southern Company
SO
$97.9B
$524K 0.12%
6,010
+113
SPTM icon
39
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.2B
$512K 0.11%
6,207
-568
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.06T
$498K 0.11%
991
-171
LLY icon
41
Eli Lilly
LLY
$929B
$487K 0.11%
453
-22
V icon
42
Visa
V
$633B
$444K 0.1%
1,267
+26
PG icon
43
Procter & Gamble
PG
$338B
$390K 0.09%
2,719
+312
NSC icon
44
Norfolk Southern
NSC
$65.2B
$317K 0.07%
1,098
+34
KO icon
45
Coca-Cola
KO
$303B
$313K 0.07%
+4,480
XOM icon
46
Exxon Mobil
XOM
$548B
$291K 0.06%
2,421
+95
VCSH icon
47
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$289K 0.06%
+3,625
PM icon
48
Philip Morris
PM
$270B
$274K 0.06%
1,707
+107
MA icon
49
Mastercard
MA
$484B
$268K 0.06%
469
-2
ORCL icon
50
Oracle
ORCL
$549B
$249K 0.06%
1,277
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