WWM
Wiser Wealth Management Portfolio holdings
AUM
$450M
1-Year Est. Return
13.35%
1 Year Est. Return
+13.35%
AUM
$450M
AUM Growth
+$12.4M
(+2.8%)
Holding
57
Top Buys
| 1 | +$3.27M | |
| 2 | +$870K | |
| 3 | +$790K | |
| 4 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$703K |
| 5 |
Bitwise Bitcoin ETF
BITB
|
+$672K |
Top Sells
| 1 | +$1.48M | |
| 2 | +$297K | |
| 3 | +$238K | |
| 4 |
Costco
COST
|
+$209K |
| 5 |
Vanguard Total Bond Market
BND
|
+$186K |
Sector Composition
| 1 | Technology | 1.9% |
| 2 | Consumer Discretionary | 0.73% |
| 3 | Communication Services | 0.69% |
| 4 | Financials | 0.39% |
| 5 | Healthcare | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Netflix
NFLX
$373B
| $248K | 0.06% |
2,649
-141
|
|
||
|
FETH
52
Fidelity Ethereum Fund
FETH
$1.38B
| $219K | 0.05% |
7,411
+2,427
|
|
||
53
UnitedHealth
UNH
$300B
| $205K | 0.05% |
621
-52
|
|
||
54
Weyerhaeuser
WY
$19.5B
| $204K | 0.05% |
8,592
+172
|
|
||
55
TechnipFMC
FTI
$21.1B
| $202K | 0.04% |
+4,529
|
|
||
56
Automatic Data Processing
ADP
$105B
| – | – |
-812
|
|
||
|
57
Costco
COST
$428B
| – | – |
-226
|
|