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
$191M
AUM Growth
-$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.9M
3
+$2.72M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.96M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.03M

Top Sells

1
+$3.65M
2
+$2.14M
3
+$640K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$583K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$510K

Sector Composition

1 Consumer Discretionary 0.64%
2 Technology 0.45%
3 Financials 0.16%
4 Real Estate 0.12%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$437K 0.23%
+4,260
27
$391K 0.2%
8,122
-10,596
28
$313K 0.16%
+6,510
29
$308K 0.16%
1,154
+68
30
$299K 0.16%
6,184
-75,522
31
$234K 0.12%
8,194
32
$219K 0.11%
4,166
-40,736
33
$208K 0.11%
990
34
$201K 0.11%
+1,828
35
– –
-2,103
36
– –
-4,888
37
– –
-2,000
38
– –
-10,619
39
– –
-13,301
1
2