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
$274M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$3.44M
3
+$2.8M
4
BND icon
Vanguard Total Bond Market
BND
+$1.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.61M

Top Sells

1
+$6.53M
2
+$5.14M
3
+$3.32M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.12M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.99M

Sector Composition

1 Technology 0.78%
2 Consumer Discretionary 0.52%
3 Real Estate 0.1%
4 Consumer Staples 0.1%
5 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$479K 0.17%
+1,301
27
$275K 0.1%
8,194
28
$270K 0.1%
+1,819
29
$247K 0.09%
6,116
-82,066
30
$229K 0.08%
+990
31
$229K 0.08%
4,487
+36
32
$224K 0.08%
1,331
+21
33
$222K 0.08%
736
34
– –
-35,232
35
– –
-5,048
36
– –
-2,267
37
– –
-3,587
38
– –
-81,747
39
– –
-138,423
40
– –
-3,641
1
2