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
$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
AMZN icon
26
Amazon
AMZN
$2.31T
$893K 0.22%
4,070
+181
ETHW
27
Bitwise Ethereum ETF
ETHW
$386M
$850K 0.21%
47,062
+14,121
META icon
28
Meta Platforms (Facebook)
META
$1.84T
$685K 0.17%
928
+93
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$3.1T
$630K 0.16%
3,573
-74
WMT icon
30
Walmart
WMT
$853B
$573K 0.14%
5,864
+2,533
MUB icon
31
iShares National Muni Bond ETF
MUB
$40.3B
$565K 0.14%
+5,407
SPTM icon
32
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.6B
$558K 0.14%
7,457
-580
SO icon
33
Southern Company
SO
$107B
$540K 0.14%
5,876
-7,356
AVGO icon
34
Broadcom
AVGO
$1.65T
$534K 0.13%
1,937
+218
JPM icon
35
JPMorgan Chase
JPM
$823B
$438K 0.11%
1,511
+177
FTEC icon
36
Fidelity MSCI Information Technology Index ETF
FTEC
$16.5B
$427K 0.11%
2,165
+308
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.07T
$419K 0.11%
863
+43
TSLA icon
38
Tesla
TSLA
$1.49T
$406K 0.1%
1,278
+145
PG icon
39
Procter & Gamble
PG
$356B
$399K 0.1%
2,504
-161
NFLX icon
40
Netflix
NFLX
$526B
$356K 0.09%
266
+21
V icon
41
Visa
V
$668B
$321K 0.08%
903
+118
ADP icon
42
Automatic Data Processing
ADP
$115B
$305K 0.08%
989
+47
GOOG icon
43
Alphabet (Google) Class C
GOOG
$3.11T
$300K 0.08%
1,692
+293
PM icon
44
Philip Morris
PM
$246B
$284K 0.07%
+1,560
NSC icon
45
Norfolk Southern
NSC
$65.3B
$280K 0.07%
1,092
+35
LLY icon
46
Eli Lilly
LLY
$725B
$243K 0.06%
312
-4
WY icon
47
Weyerhaeuser
WY
$16.8B
$213K 0.05%
8,283
-185
COST icon
48
Costco
COST
$415B
$207K 0.05%
+209
MA icon
49
Mastercard
MA
$512B
$207K 0.05%
+368
XOM icon
50
Exxon Mobil
XOM
$480B
$206K 0.05%
1,911
-34
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