WWM

Wiser Wealth Management Portfolio holdings

AUM $399M
This Quarter Return
-2.37%
1 Year Return
+10.64%
3 Year Return
+36.7%
5 Year Return
–
10 Year Return
–
AUM
$356M
AUM Growth
+$356M
Cap. Flow
+$9.89M
Cap. Flow %
2.77%
Top 10 Hldgs %
86.99%
Holding
49
New
1
Increased
37
Reduced
11
Closed
–

Top Buys

1
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
$2.72M
2
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
$1.65M
3
IVV icon
iShares Core S&P 500 ETF
IVV
$1.44M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$1.07M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$908K

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$935K
2
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
$852K
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
$325K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$112K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
$97.1K

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 Shares
Change % 		Capital Flow
NVDA icon
26
NVIDIA
NVDA
$4.09T
$1.03M 0.29%
9,498
+446
+5% +$48.3K
AMZN icon
27
Amazon
AMZN
$2.39T
$740K 0.21%
3,889
+165
+4% +$31.4K
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$2.51T
$564K 0.16%
3,647
+104
+3% +$16.1K
SPTM icon
29
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$10.8B
$547K 0.15%
8,037
-1,642
-17% -$112K
META icon
30
Meta Platforms (Facebook)
META
$1.83T
$481K 0.14%
835
+70
+9% +$40.3K
PG icon
31
Procter & Gamble
PG
$371B
$454K 0.13%
2,665
-10
-0.4% -$1.7K
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.08T
$437K 0.12%
820
+79
+11% +$42.1K
ETHW
33
Bitwise Ethereum ETF
ETHW
$415M
$432K 0.12%
32,941
+9,346
+40% +$123K
AGG icon
34
iShares Core US Aggregate Bond ETF
AGG
$130B
$366K 0.1%
+3,697
New +$366K
JPM icon
35
JPMorgan Chase
JPM
$817B
$327K 0.09%
1,334
+57
+4% +$14K
FTEC icon
36
Fidelity MSCI Information Technology Index ETF
FTEC
$14.8B
$299K 0.08%
1,857
-602
-24% -$97.1K
TSLA icon
37
Tesla
TSLA
$1.06T
$294K 0.08%
1,133
+19
+2% +$4.92K
WMT icon
38
Walmart
WMT
$778B
$292K 0.08%
3,331
+21
+0.6% +$1.84K
AVGO icon
39
Broadcom
AVGO
$1.39T
$288K 0.08%
1,719
+121
+8% +$20.3K
ADP icon
40
Automatic Data Processing
ADP
$121B
$288K 0.08%
942
+4
+0.4% +$1.22K
V icon
41
Visa
V
$674B
$275K 0.08%
785
+69
+10% +$24.2K
LLY icon
42
Eli Lilly
LLY
$653B
$261K 0.07%
316
+22
+7% +$18.2K
NSC icon
43
Norfolk Southern
NSC
$61.9B
$250K 0.07%
1,057
-2
-0.2% -$474
WY icon
44
Weyerhaeuser
WY
$18B
$248K 0.07%
8,468
+43
+0.5% +$1.26K
UNH icon
45
UnitedHealth
UNH
$281B
$246K 0.07%
469
-13
-3% -$6.81K
XOM icon
46
Exxon Mobil
XOM
$488B
$231K 0.06%
1,945
+45
+2% +$5.35K
NFLX icon
47
Netflix
NFLX
$511B
$228K 0.06%
245
+10
+4% +$9.33K
GOOG icon
48
Alphabet (Google) Class C
GOOG
$2.52T
$218K 0.06%
1,399
+89
+7% +$13.9K
LOW icon
49
Lowe's Companies
LOW
$145B
$203K 0.06%
871
+13
+2% +$3.03K
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