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
$216M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.01M
3
+$1.9M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.26M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.09M

Top Sells

1
+$391K
2
+$308K
3
+$171K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$109K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$92.7K

Sector Composition

1 Consumer Discretionary 0.91%
2 Technology 0.29%
3 Real Estate 0.12%
4 Industrials 0.11%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55M 25.43%
156,659
+9,268
2
$27.1M 12.52%
359,926
-1,231
3
$15.7M 7.26%
339,636
+27,202
4
$15.6M 7.2%
371,117
+25,937
5
$13M 6.02%
274,563
+5,633
6
$12.4M 5.72%
127,575
+2,258
7
$12.2M 5.66%
141,272
+5,872
8
$9.52M 4.4%
128,131
+2,226
9
$9.05M 4.18%
23,562
+5,233
10
$7.64M 3.53%
23,913
+2,229
11
$5.85M 2.7%
118,258
+2,665
12
$5.15M 2.38%
102,821
+5,684
13
$2.99M 1.38%
76,811
+984
14
$2.74M 1.27%
28,949
+6,672
15
$2.5M 1.16%
52,881
-44
16
$2.49M 1.15%
34,356
+1,022
17
$1.9M 0.88%
+40,299
18
$1.78M 0.82%
70,970
-1,877
19
$1.67M 0.77%
9,585
-9
20
$1.44M 0.67%
27,915
+105
21
$1.39M 0.64%
4,407
-51
22
$1.39M 0.64%
7,268
-571
23
$884K 0.41%
18,916
+12,406
24
$806K 0.37%
11,221
+3,591
25
$737K 0.34%
6,981
+625
1
2