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
$146M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$1.51M
3
+$1.45M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.32M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.14M

Top Sells

1
+$1.58M
2
+$1.34M
3
+$915K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$604K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$280K

Sector Composition

1 Consumer Discretionary 0.7%
2 Technology 0.28%
3 Utilities 0.23%
4 Real Estate 0.2%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$334K 0.23%
5,377
27
$294K 0.2%
2,715
-653
28
$292K 0.2%
8,194
29
$207K 0.14%
+4,287
1
2