WWM
Wiser Wealth Management Portfolio holdings
AUM
$399M
This Quarter Return
+5.59%
1 Year Return
+10.64%
3 Year Return
+36.7%
5 Year Return
–
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+13%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
6.87%
Top 10 Holdings %
Top 10 Hldgs %
81.91%
Holding
38
New
4
Increased
24
Reduced
7
Closed
2
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.26M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.01M |
| 3 |
BBSA
JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
BBSA
|
$1.9M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.26M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.09M |
Top Sells
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$391K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$308K |
| 3 |
Apple
AAPL
|
$171K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$109K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$92.7K |
Sector Composition
| 1 | Consumer Discretionary | 0.91% |
| 2 | Technology | 0.29% |
| 3 | Real Estate | 0.12% |
| 4 | Industrials | 0.11% |
| 5 | Financials | 0% |
