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
$217M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$4.96M
3
+$1.83M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.53M

Top Sells

1
+$280K
2
+$274K
3
+$217K
4
MBB icon
iShares MBS ETF
MBB
+$213K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$109K

Sector Composition

1 Technology 0.6%
2 Consumer Discretionary 0.59%
3 Financials 0.31%
4 Real Estate 0.14%
5 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.6M 23.77%
113,633
+10,940
2
$27.6M 12.71%
353,778
+23,444
3
$19.2M 8.86%
400,214
+34,595
4
$15.2M 7%
112,691
+9,029
5
$13.7M 6.3%
126,571
+14,140
6
$13.2M 6.08%
251,346
+20,686
7
$12.9M 5.94%
122,658
+11,203
8
$9.71M 4.48%
193,539
+7,165
9
$8.79M 4.05%
107,286
+7,371
10
$7.71M 3.55%
18,504
+1,207
11
$6.53M 3.01%
223,526
+23,027
12
$6.28M 2.89%
136,056
+15,152
13
$5.81M 2.68%
+7,302
14
$3.05M 1.41%
54,872
-163
15
$2.58M 1.19%
28,094
-1,193
16
$2.03M 0.94%
73,060
+1,288
17
$1.95M 0.9%
9,341
-106
18
$1.57M 0.72%
26,214
+8,343
19
$1.56M 0.72%
6,865
+2,155
20
$1.29M 0.6%
7,396
+1,600
21
$1.27M 0.59%
4,259
+114
22
$1.12M 0.52%
10,187
+281
23
$634K 0.29%
1,404
+115
24
$510K 0.24%
4,876
-197
25
$418K 0.19%
1,185
+25
1
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