WWM
Wiser Wealth Management Portfolio holdings
AUM
$437M
1-Year Est. Return
11.58%
1 Year Est. Return
+11.58%
AUM
$399M
AUM Growth
+$42.9M
(+12%)
Holding
53
Top Buys
| 1 | +$6.61M | |
| 2 | +$3.55M | |
| 3 | +$1.69M | |
| 4 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$1.55M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.47M |
Top Sells
| 1 | +$1.24M | |
| 2 | +$675K | |
| 3 | +$366K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$366K |
| 5 |
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
UnitedHealth
UNH
$330B
| – | – |
-469
|
|
||
52
Lowe's Companies
LOW
$136B
| – | – |
-871
|
|
||
53
iShares Core US Aggregate Bond ETF
AGG
$133B
| – | – |
-3,697
|
|