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
+$172K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.46%
2 Consumer Discretionary 0.81%
3 Communication Services 0.42%
4 Utilities 0.34%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.03M 0.29%
9,498
+446
27
$740K 0.21%
3,889
+165
28
$564K 0.16%
3,647
+104
29
$547K 0.15%
8,037
-1,642
30
$481K 0.14%
835
+70
31
$454K 0.13%
2,665
-10
32
$437K 0.12%
820
+79
33
$432K 0.12%
32,941
+9,346
34
$366K 0.1%
+3,697
35
$327K 0.09%
1,334
+57
36
$299K 0.08%
1,857
-602
37
$294K 0.08%
1,133
+19
38
$292K 0.08%
3,331
+21
39
$288K 0.08%
1,719
+121
40
$288K 0.08%
942
+4
41
$275K 0.08%
785
+69
42
$261K 0.07%
316
+22
43
$250K 0.07%
1,057
-2
44
$248K 0.07%
8,468
+43
45
$246K 0.07%
469
-13
46
$231K 0.06%
1,945
+45
47
$228K 0.06%
245
+10
48
$218K 0.06%
1,399
+89
49
$203K 0.06%
871
+13