WWM
Wiser Wealth Management Portfolio holdings
AUM
$399M
This Quarter Return
-11.16%
1 Year Return
+10.64%
3 Year Return
+36.7%
5 Year Return
–
10 Year Return
–
AUM
$193M
AUM Growth
+$193M
(-11%)
Cap. Flow
+$5.24M
Cap. Flow
% of AUM
2.71%
Top 10 Holdings %
Top 10 Hldgs %
78.31%
Holding
38
New
10
Increased
10
Reduced
14
Closed
2
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$48.3M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$12.4M |
| 3 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$10.7M |
| 4 |
iShares Core US REIT ETF
USRT
|
$5.68M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
$4.07M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$36.6M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$12.3M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$9.63M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.5M |
| 5 |
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% |
