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
$188M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.28M
3
+$3.18M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.08M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.59M

Top Sells

1
+$301K
2
+$235K
3
+$155K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$9.76K
5
HD icon
Home Depot
HD
+$8.21K

Sector Composition

1 Consumer Discretionary 0.59%
2 Technology 0.38%
3 Real Estate 0.16%
4 Financials 0.14%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.6M 22.69%
98,790
+9,943
2
$23.1M 12.3%
281,560
+38,788
3
$17.5M 9.31%
345,799
+41,239
4
$13.1M 6.99%
99,496
+10,148
5
$12.4M 6.63%
218,379
+27,995
6
$11.7M 6.23%
107,073
+14,228
7
$11.2M 5.95%
209,462
+27,052
8
$9.93M 5.29%
196,525
+107,856
9
$8.25M 4.4%
92,275
+12,619
10
$6.66M 3.55%
16,597
+1,186
11
$5.7M 3.04%
55,687
+6,109
12
$5.64M 3.01%
112,783
+17,845
13
$5.15M 2.75%
188,005
+16,316
14
$3.03M 1.62%
57,200
-2,933
15
$2.15M 1.14%
71,865
-7,868
16
$1.9M 1.01%
9,456
-22
17
$1.15M 0.61%
9,906
-84
18
$1.13M 0.6%
17,777
+311
19
$1.1M 0.59%
3,359
-25
20
$974K 0.52%
4,384
+538
21
$704K 0.38%
4,978
+1,320
22
$552K 0.29%
1,286
23
$542K 0.29%
5,040
+3
24
$298K 0.16%
3,455
+422
25
$291K 0.16%
8,194
1
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