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
$249M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$601K
3
+$590K
4
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$450K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$444K

Top Sells

1
+$104K
2
+$69.2K
3
+$52.3K
4
HD icon
Home Depot
HD
+$46.3K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$22K

Sector Composition

1 Consumer Discretionary 0.53%
2 Technology 0.47%
3 Real Estate 0.11%
4 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.8M 27.22%
166,457
+3,179
2
$30.5M 12.26%
404,120
+5,007
3
$17.9M 7.18%
387,218
+3,721
4
$17.5M 7.01%
364,908
+12,328
5
$15M 6.03%
307,358
+9,075
6
$14.3M 5.72%
155,163
+4,892
7
$13.6M 5.48%
282,869
+3,827
8
$11M 4.43%
24,941
+301
9
$11M 4.4%
24,604
+513
10
$10.8M 4.34%
143,593
+2,739
11
$6.89M 2.76%
133,926
+7,048
12
$5.58M 2.24%
110,961
+11,945
13
$3.36M 1.35%
82,635
+1,204
14
$2.85M 1.14%
37,991
+817
15
$2.72M 1.09%
27,246
+486
16
$2.67M 1.07%
48,993
-961
17
$2.07M 0.83%
9,418
+970
18
$1.98M 0.8%
78,234
+3,455
19
$1.93M 0.77%
9,518
+1
20
$1.67M 0.67%
29,823
+1,512
21
$1.31M 0.53%
4,223
-149
22
$960K 0.39%
4,950
23
$913K 0.37%
12,565
+971
24
$893K 0.36%
8,579
+3,422
25
$740K 0.3%
6,931
+415
1
2