WWM
Wiser Wealth Management Portfolio holdings
AUM
$399M
This Quarter Return
-5.3%
1 Year Return
+10.64%
3 Year Return
+36.7%
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(-0.86%)
Cap. Flow
+$8.54M
Cap. Flow
% of AUM
4.46%
Top 10 Holdings %
Top 10 Hldgs %
83.14%
Holding
39
New
3
Increased
18
Reduced
11
Closed
5
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$4.1M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.72M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.96M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.03M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0.64% |
| 2 | Technology | 0.45% |
| 3 | Financials | 0.16% |
| 4 | Real Estate | 0.12% |
| 5 | Industrials | 0.11% |
