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
$234M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$3M
3
+$2.49M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.16M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$976K

Top Sells

1
+$12.4M
2
+$1.9M
3
+$884K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$736K
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$615K

Sector Composition

1 Consumer Discretionary 0.55%
2 Technology 0.35%
3 Real Estate 0.11%
4 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.4M 26.23%
163,278
+6,619
2
$30.5M 13.04%
399,113
+39,187
3
$17.3M 7.4%
383,497
+12,380
4
$16.6M 7.07%
352,580
+12,944
5
$14.6M 6.23%
298,283
+23,720
6
$13.5M 5.78%
+279,042
7
$13.3M 5.7%
150,271
+8,999
8
$10.8M 4.62%
140,854
+12,723
9
$9.9M 4.23%
24,091
+529
10
$9.5M 4.06%
24,640
+727
11
$6.39M 2.73%
126,878
+8,620
12
$4.98M 2.13%
99,016
-3,805
13
$3.29M 1.41%
81,431
+4,620
14
$2.85M 1.22%
37,174
+2,818
15
$2.59M 1.11%
26,760
-2,189
16
$2.52M 1.08%
49,954
-2,927
17
$1.93M 0.82%
74,779
+3,809
18
$1.78M 0.76%
9,517
-68
19
$1.72M 0.74%
8,448
+1,180
20
$1.56M 0.67%
28,311
+396
21
$1.29M 0.55%
4,372
-35
22
$856K 0.37%
11,594
+373
23
$816K 0.35%
4,950
+96
24
$721K 0.31%
1,761
+177
25
$702K 0.3%
6,516
-465
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