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
$349M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.24M
3
+$1.18M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$942K
5
BND icon
Vanguard Total Bond Market
BND
+$822K

Top Sells

1
+$1.08M
2
+$997K
3
+$480K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$200K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.3K

Sector Composition

1 Technology 1.32%
2 Consumer Discretionary 0.8%
3 Utilities 0.34%
4 Healthcare 0.29%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$697K 0.2%
9,944
-178
27
$578K 0.17%
3,100
+230
28
$564K 0.16%
5,189
-5
29
$561K 0.16%
2,832
+1,111
30
$528K 0.15%
3,047
+613
31
$499K 0.14%
+563
32
$482K 0.14%
2,907
+125
33
$429K 0.12%
+2,459
34
$396K 0.11%
+21,285
35
$351K 0.1%
614
+96
36
$285K 0.08%
8,422
+93
37
$283K 0.08%
615
+71
38
$260K 0.07%
+1,605
39
$259K 0.07%
1,044
-10
40
$253K 0.07%
+915
41
$247K 0.07%
+3,061
42
$246K 0.07%
+421
43
$245K 0.07%
+937
44
$236K 0.07%
1,120
+87
45
$225K 0.06%
+831
46
$221K 0.06%
+1,279
47
$203K 0.06%
+4,080
48
$140K 0.04%
+11,100
49
$21.5K 0.01%
+10,000
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