WWM
Wiser Wealth Management Portfolio holdings
AUM
$450M
1-Year Est. Return
13.35%
This Fund
S&P 500
1 Year Est. Return
+13.35%
AUM
$437M
AUM Growth
+$38M
(+9.5%)
Holding
54
Top Buys
| 1 | +$6.37M | |
| 2 | +$2.66M | |
| 3 | +$2.38M | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.37M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.3M |
Top Sells
| 1 | +$2.84M | |
| 2 | +$1.11M | |
| 3 | +$961K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$331K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
UnitedHealth
UNH
$264B
| $232K | 0.05% |
+673
|
|
||
52
Costco
COST
$447B
| $209K | 0.05% |
226
+17
|
|
||
53
Weyerhaeuser
WY
$17.9B
| $209K | 0.05% |
8,420
+137
|
|
||
|
FETH
54
Fidelity Ethereum Fund
FETH
$905M
| $207K | 0.05% |
+4,984
|
|