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
$205M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$3.94M
3
+$1.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.01M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$677K

Top Sells

1
+$11.2M
2
+$2.72M
3
+$511K
4
DAL icon
Delta Air Lines
DAL
+$200K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$127K

Sector Composition

1 Consumer Discretionary 0.84%
2 Technology 0.61%
3 Financials 0.29%
4 Real Estate 0.16%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$280K 0.14%
3,279
-176
27
$274K 0.13%
2,481
-140
28
$254K 0.12%
8,209
29
$217K 0.11%
+1,189
30
$213K 0.1%
1,980
-78
31
– –
-209,462
32
– –
-4,687
1
2