WWM

Wiser Wealth Management Portfolio holdings

AUM $450M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$3.55M
3
+$1.69M
4
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.55M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.47M

Top Sells

1
+$1.24M
2
+$675K
3
+$366K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$366K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$315K

Sector Composition

1 Technology 1.66%
2 Consumer Discretionary 0.75%
3 Communication Services 0.49%
4 Consumer Staples 0.37%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$893K 0.22%
4,070
+181
27
$850K 0.21%
47,062
+14,121
28
$685K 0.17%
928
+93
29
$630K 0.16%
3,573
-74
30
$573K 0.14%
5,864
+2,533
31
$565K 0.14%
+5,407
32
$558K 0.14%
7,457
-580
33
$540K 0.14%
5,876
-7,356
34
$534K 0.13%
1,937
+218
35
$438K 0.11%
1,511
+177
36
$427K 0.11%
2,165
+308
37
$419K 0.11%
863
+43
38
$406K 0.1%
1,278
+145
39
$399K 0.1%
2,504
-161
40
$356K 0.09%
2,660
+210
41
$321K 0.08%
903
+118
42
$305K 0.08%
989
+47
43
$300K 0.08%
1,692
+293
44
$284K 0.07%
+1,560
45
$280K 0.07%
1,092
+35
46
$243K 0.06%
312
-4
47
$213K 0.05%
8,283
-185
48
$207K 0.05%
+209
49
$207K 0.05%
+368
50
$206K 0.05%
1,911
-34
1
2
3