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
$164M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.11M
3
+$1.12M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.09M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$874K

Top Sells

1
+$294K
2
+$132K
3
+$129K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$49.1K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$40.9K

Sector Composition

1 Consumer Discretionary 0.66%
2 Technology 0.31%
3 Utilities 0.18%
4 Real Estate 0.17%
5 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$261K 0.16%
3,033
-1,538
27
$254K 0.15%
2,302
-1,165
28
$203K 0.12%
4,687
+400
29
– –
-2,715
1
2