WWM

Wiser Wealth Management Portfolio holdings

AUM $450M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$3M
3
+$2.49M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.16M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$976K

Top Sells

1
+$12.4M
2
+$1.9M
3
+$884K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$736K
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$615K

Sector Composition

1 Consumer Discretionary 0.55%
2 Technology 0.35%
3 Real Estate 0.11%
4 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$540K 0.23%
5,157
+92
27
$446K 0.19%
6,679
+75
28
$417K 0.18%
5,024
-1,941
29
$273K 0.12%
+5,424
30
$260K 0.11%
2,352
+1
31
$247K 0.11%
8,194
-54
32
$210K 0.09%
990
33
$202K 0.09%
+1,309
34
– –
-11,128
35
– –
-6,001
36
– –
-15,481
37
– –
-127,575
38
– –
-18,916
39
– –
-40,299
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