WWM

Wiser Wealth Management Portfolio holdings

AUM $464M
1-Year Est. Return 13.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$2.66M
3
+$2.38M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Top Sells

1
+$2.84M
2
+$1.11M
3
+$961K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$331K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$221K

Sector Composition

1 Technology 1.97%
2 Consumer Discretionary 0.78%
3 Communication Services 0.62%
4 Financials 0.41%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.26%
4,686
+1,113
27
$1.13M 0.26%
5,095
+2,930
28
$1.13M 0.26%
5,236
-284
29
$1.05M 0.24%
4,789
+719
30
$796K 0.18%
1,084
+156
31
$782K 0.18%
+4,220
32
$727K 0.17%
2,204
+267
33
$634K 0.14%
5,953
+546
34
$584K 0.13%
1,162
+299
35
$559K 0.13%
5,897
+21
36
$556K 0.13%
1,251
-27
37
$546K 0.12%
6,775
-682
38
$538K 0.12%
1,705
+194
39
$474K 0.11%
4,604
-1,260
40
$462K 0.11%
1,897
+205
41
$424K 0.1%
1,241
+338
42
$370K 0.08%
2,407
-97
43
$362K 0.08%
475
+163
44
$359K 0.08%
+1,277
45
$334K 0.08%
2,790
+130
46
$320K 0.07%
1,064
-28
47
$268K 0.06%
471
+103
48
$262K 0.06%
2,326
+415
49
$260K 0.06%
1,600
+40
50
$238K 0.05%
812
-177
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