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
$323M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.36M
3
+$2.05M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.64M

Top Sells

1
+$1.87M
2
+$1.38M
3
+$369K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$354K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$208K

Sector Composition

1 Technology 1.12%
2 Consumer Discretionary 0.64%
3 Communication Services 0.24%
4 Financials 0.13%
5 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$555K 0.17%
2,870
+1,541
27
$553K 0.17%
+5,194
28
$507K 0.16%
2,782
+1,224
29
$401K 0.12%
2,434
+547
30
$314K 0.1%
1,721
+390
31
$261K 0.08%
+518
32
$236K 0.07%
8,329
+116
33
$226K 0.07%
1,054
+58
34
$221K 0.07%
+544
35
$209K 0.06%
+1,033
36
– –
-4,112
37
– –
-4,018
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