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
$305M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$4.2M
3
+$996K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$729K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$697K

Top Sells

1
+$18.8M
2
+$12.2M
3
+$3.39M
4
BND icon
Vanguard Total Bond Market
BND
+$2.36M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.5M

Sector Composition

1 Technology 0.77%
2 Consumer Discretionary 0.62%
3 Consumer Staples 0.1%
4 Real Estate 0.1%
5 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$254K 0.08%
996
+6
27
$243K 0.08%
1,331
28
$240K 0.08%
+1,329
29
$235K 0.08%
+1,558
30
$208K 0.07%
4,112
-375
31
$202K 0.07%
4,018
-14,068
32
– –
-6,116
33
– –
-736
34
– –
-13,841
35
– –
-46,239
36
– –
-160,442
1
2