WWM

Wiser Wealth Management Portfolio holdings

AUM $437M
1-Year Est. Return 11.58%
This Quarter Est. Return
1 Year Est. Return
+11.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.67%
2 Technology 0.36%
3 Utilities 0.25%
4 Real Estate 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$29.8M 22.35%
+79,412
2
$13M 9.74%
+275,157
3
$12.7M 9.52%
+153,131
4
$9.28M 6.96%
+79,843
5
$9.22M 6.91%
+100,332
6
$8.54M 6.41%
+145,950
7
$7.64M 5.72%
+141,228
8
$6.51M 4.88%
+59,355
9
$5.43M 4.07%
+58,510
10
$4.92M 3.69%
+13,905
11
$4.3M 3.22%
+85,036
12
$4.14M 3.11%
+82,663
13
$3.72M 2.79%
+155,411
14
$3.07M 2.3%
+66,604
15
$2.14M 1.61%
+18,293
16
$2.06M 1.54%
+66,866
17
$1.71M 1.28%
+9,726
18
$1.03M 0.77%
+17,130
19
$892K 0.67%
+3,357
20
$490K 0.37%
+5,670
21
$481K 0.36%
+1,286
22
$478K 0.36%
+3,605
23
$475K 0.36%
+4,300
24
$401K 0.3%
+2,059
25
$371K 0.28%
+3,368