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
$193M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$12.4M
3
+$10.7M
4
USRT icon
iShares Core US REIT ETF
USRT
+$5.68M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.07M

Top Sells

1
+$36.6M
2
+$12.3M
3
+$9.63M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.5M
5
REET icon
iShares Global REIT ETF
REET
+$5.15M

Sector Composition

1 Consumer Discretionary 0.75%
2 Technology 0.55%
3 Financials 0.15%
4 Real Estate 0.14%
5 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.3M 25%
+139,100
2
$25.7M 13.33%
334,923
-18,855
3
$12.4M 6.41%
+287,359
4
$12M 6.22%
118,293
-4,365
5
$10.8M 5.61%
265,371
-134,843
6
$10.7M 5.54%
+125,716
7
$9.07M 4.7%
183,041
-68,305
8
$9.03M 4.68%
116,268
+8,982
9
$6.7M 3.47%
20,514
+2,010
10
$6.49M 3.36%
17,114
-96,519
11
$5.68M 2.94%
+106,412
12
$5.44M 2.82%
108,786
-84,753
13
$4.07M 2.11%
+81,706
14
$2.81M 1.46%
67,426
-68,630
15
$2.64M 1.37%
+44,902
16
$2.5M 1.3%
31,386
+3,292
17
$2.47M 1.28%
53,086
-1,786
18
$2.07M 1.07%
22,383
-104,188
19
$1.89M 0.98%
71,671
-1,389
20
$1.65M 0.86%
9,592
+251
21
$1.5M 0.78%
7,938
+1,073
22
$1.49M 0.77%
28,842
+2,628
23
$1.45M 0.75%
5,300
+1,041
24
$1.07M 0.55%
7,819
+423
25
$934K 0.48%
+18,718
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