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
$188M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

1 +$301K
2 +$235K
3 +$155K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$9.76K
5
HD icon
Home Depot
HD
+$8.21K

Sector Composition

1 Consumer Discretionary 0.59%
2 Technology 0.38%
3 Real Estate 0.16%
4 Financials 0.14%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$290K 0.15%
2,621
+319
27
$261K 0.14%
+8,209
28
$223K 0.12%
+2,058
29
$200K 0.11%
4,687
30
-4,970