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
$246M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$903K
3
+$821K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$737K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$716K

Top Sells

1
+$3.82M
2
+$224K
3
+$205K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$110K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$68.3K

Sector Composition

1 Consumer Discretionary 0.52%
2 Technology 0.36%
3 Real Estate 0.1%
4 Utilities 0.09%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.3M 27.36%
171,370
+4,913
2
$31.2M 12.68%
415,046
+10,926
3
$18.8M 7.63%
379,818
+14,910
4
$17.6M 7.17%
403,604
+16,386
5
$15.2M 6.17%
317,359
+10,001
6
$14.3M 5.8%
163,312
+8,149
7
$14M 5.7%
292,044
+9,175
8
$10.8M 4.4%
149,646
+6,053
9
$10.6M 4.3%
24,613
+9
10
$10.4M 4.23%
25,060
+119
11
$6.53M 2.66%
138,423
+4,497
12
$3.46M 1.41%
88,182
+5,547
13
$2.65M 1.08%
28,059
+813
14
$2.64M 1.07%
39,417
+1,426
15
$2.5M 1.02%
47,691
-1,302
16
$2.2M 0.89%
10,337
+919
17
$1.99M 0.81%
81,747
+3,513
18
$1.85M 0.75%
9,428
-90
19
$1.77M 0.72%
35,232
-75,729
20
$1.7M 0.69%
31,818
+1,995
21
$1.28M 0.52%
4,246
+23
22
$903K 0.37%
+18,086
23
$897K 0.36%
12,852
+287
24
$894K 0.36%
8,691
+112
25
$885K 0.36%
5,172
+222
1
2