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
$193M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$12.4M
3
+$10.7M
4
USRT icon
iShares Core US REIT ETF
USRT
+$5.68M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.07M

Top Sells

1
+$36.6M
2
+$12.3M
3
+$9.63M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.5M
5
REET icon
iShares Global REIT ETF
REET
+$5.15M

Sector Composition

1 Consumer Discretionary 0.75%
2 Technology 0.55%
3 Financials 0.15%
4 Real Estate 0.14%
5 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$762K 0.39%
10,119
+2,817
27
$640K 0.33%
+13,301
28
$542K 0.28%
1,436
+32
29
$506K 0.26%
4,761
-5,426
30
$296K 0.15%
1,086
-99
31
$271K 0.14%
8,194
32
$257K 0.13%
10,619
-212,907
33
$240K 0.12%
+4,888
34
$225K 0.12%
990
35
$223K 0.12%
2,000
-110,691
36
$222K 0.12%
+2,103
37
– –
-4,876
38
– –
-8,209
1
2