WWM
Wiser Wealth Management Portfolio holdings
AUM
$464M
1-Year Est. Return
13.54%
This Fund
S&P 500
1 Year Est. Return
+13.54%
AUM
$464M
AUM Growth
+$14M
(+3.1%)
Holding
61
Top Buys
| 1 | +$6.89M | |
| 2 | +$4.55M | |
| 3 | +$1.69M | |
| 4 |
Bitwise Bitcoin ETF
BITB
|
+$1.57M |
| 5 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$1.44M |
Top Sells
| 1 | +$249K | |
| 2 | +$219K | |
| 3 | +$205K | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$137K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$81.4K |
Sector Composition
| 1 | Technology | 1.68% |
| 2 | Consumer Discretionary | 0.75% |
| 3 | Communication Services | 0.7% |
| 4 | Consumer Staples | 0.42% |
| 5 | Financials | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Netflix
NFLX
$410B
| $280K | 0.06% |
2,915
+266
|
|
||
52
Philip Morris
PM
$246B
| $258K | 0.06% |
1,562
-145
|
|
||
53
Costco
COST
$444B
| $245K | 0.05% |
+246
|
|
||
54
AT&T
T
$185B
| $236K | 0.05% |
+8,139
|
|
||
55
Mastercard
MA
$465B
| $226K | 0.05% |
452
-17
|
|
||
56
Weyerhaeuser
WY
$18.1B
| $211K | 0.05% |
8,640
+48
|
|
||
57
Vanguard Growth ETF
VUG
$210B
| $210K | 0.05% |
+480
|
|
||
58
TJX Companies
TJX
$178B
| $201K | 0.04% |
+1,256
|
|
||
59
Oracle
ORCL
$503B
| – | – |
-1,277
|
|
||
60
UnitedHealth
UNH
$295B
| – | – |
-621
|
|
||
|
FETH
61
Fidelity Ethereum Fund
FETH
$1.02B
| – | – |
-7,411
|
|