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
$216M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.01M
3
+$1.9M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.26M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.09M

Top Sells

1
+$391K
2
+$308K
3
+$171K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$109K
5
BSV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$736K 0.34%
15,481
+9,297
27
$631K 0.29%
4,854
-1,320
28
$615K 0.28%
+6,001
29
$606K 0.28%
1,584
+140
30
$574K 0.27%
+6,965
31
$569K 0.26%
+11,128
32
$528K 0.24%
5,065
+805
33
$407K 0.19%
6,604
+2,438
34
$258K 0.12%
2,351
+523
35
$256K 0.12%
8,248
+54
36
$244K 0.11%
990
37
– –
-8,122
38
– –
-1,154
1
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