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
$249M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$601K
3
+$590K
4
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$450K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$444K

Top Sells

1
+$104K
2
+$69.2K
3
+$52.3K
4
HD icon
Home Depot
HD
+$46.3K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$22K

Sector Composition

1 Consumer Discretionary 0.53%
2 Technology 0.47%
3 Real Estate 0.11%
4 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$712K 0.29%
1,605
-156
27
$446K 0.18%
6,604
-75
28
$316K 0.13%
3,777
-1,247
29
$275K 0.11%
8,194
30
$250K 0.1%
4,985
-439
31
$247K 0.1%
2,239
-113
32
$224K 0.09%
990
33
$222K 0.09%
+4,419
34
$220K 0.09%
1,356
+47
35
$205K 0.08%
+603
1
2