WWM
Wiser Wealth Management Portfolio holdings
AUM
$399M
This Quarter Return
+8.45%
1 Year Return
+10.64%
3 Year Return
+36.7%
5 Year Return
–
10 Year Return
–
AUM
$274M
AUM Growth
+$274M
(+12%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
4.62%
Top 10 Holdings %
Top 10 Hldgs %
90.64%
Holding
40
New
4
Increased
19
Reduced
6
Closed
7
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$15.9M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$3.44M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.8M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.77M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.61M |
Top Sells
| 1 |
iShares Core US REIT ETF
USRT
|
$6.53M |
| 2 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$5.14M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.32M |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$2.12M |
| 5 |
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% |
