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
$217M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$4.96M
3
+$1.83M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.53M

Top Sells

1
+$280K
2
+$274K
3
+$217K
4
MBB icon
iShares MBS ETF
MBB
+$213K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$109K

Sector Composition

1 Technology 0.6%
2 Consumer Discretionary 0.59%
3 Financials 0.31%
4 Real Estate 0.14%
5 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$311K 0.14%
8,194
27
$282K 0.13%
+990
28
$249K 0.11%
8,209
29
– –
-3,279
30
– –
-2,481
31
– –
-1,189
32
– –
-1,980
1
2