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
$246M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$903K
3
+$821K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$737K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$716K

Top Sells

1
+$3.82M
2
+$224K
3
+$205K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$110K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$68.3K

Sector Composition

1 Consumer Discretionary 0.52%
2 Technology 0.36%
3 Real Estate 0.1%
4 Utilities 0.09%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$697K 0.28%
6,797
-134
27
$576K 0.23%
1,347
-258
28
$486K 0.2%
7,546
+942
29
$275K 0.11%
3,641
-136
30
$253K 0.1%
5,048
+63
31
$251K 0.1%
8,194
32
$250K 0.1%
2,267
+28
33
$232K 0.09%
+3,587
34
$214K 0.09%
4,451
+32
35
$204K 0.08%
1,310
-46
36
$200K 0.08%
+736
37
– –
-603
38
– –
-990
1
2