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
51
– –
-3,697
52
– –
-871
53
– –
-469
1 2
3