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
$356M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$1.77M
3
+$1.59M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$779K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$749K

Top Sells

1
+$1.82M
2
+$988K
3
+$725K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$564K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$507K

Sector Composition

1 Technology 1.62%
2 Consumer Discretionary 0.9%
3 Communication Services 0.44%
4 Utilities 0.31%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$817K 0.23%
3,724
+624
27
$754K 0.21%
3,848
+1,016
28
$691K 0.19%
9,679
-265
29
$671K 0.19%
3,543
+636
30
$566K 0.16%
23,595
+2,310
31
$455K 0.13%
2,459
32
$450K 0.13%
1,114
+177
33
$448K 0.13%
2,675
-372
34
$448K 0.13%
765
+151
35
$370K 0.1%
1,598
+319
36
$336K 0.09%
741
+126
37
$306K 0.09%
1,277
+157
38
$299K 0.08%
3,310
+249
39
$275K 0.08%
938
+23
40
$250K 0.07%
+1,310
41
$249K 0.07%
1,059
+15
42
$244K 0.07%
482
+61
43
$237K 0.07%
8,425
+3
44
$227K 0.06%
294
-269
45
$226K 0.06%
+716
46
$212K 0.06%
858
+27
47
$209K 0.06%
+235
48
$204K 0.06%
+1,900
49
– –
-11,100
50
– –
-10,000
1
2
3