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
$274M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$3.44M
3
+$2.8M
4
BND icon
Vanguard Total Bond Market
BND
+$1.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.61M

Top Sells

1
+$6.53M
2
+$5.14M
3
+$3.32M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.12M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.99M

Sector Composition

1 Technology 0.78%
2 Consumer Discretionary 0.52%
3 Real Estate 0.1%
4 Consumer Staples 0.1%
5 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89.5M 32.63%
208,493
+37,123
2
$33.2M 12.11%
432,799
+17,753
3
$23M 8.4%
446,392
+66,574
4
$21.8M 7.95%
463,091
+59,487
5
$16.6M 6.06%
338,987
+21,628
6
$15.5M 5.63%
315,268
+23,224
7
$13.2M 4.81%
28,532
+3,472
8
$13.2M 4.8%
28,035
+3,422
9
$12.2M 4.43%
160,442
+10,796
10
$10.5M 3.83%
109,640
-53,672
11
$3.39M 1.24%
46,239
+6,822
12
$2.71M 0.99%
37,170
+24,318
13
$2.48M 0.9%
23,563
+14,872
14
$2.21M 0.8%
21,092
-6,967
15
$2.02M 0.74%
9,428
16
$1.65M 0.6%
9,073
+3,901
17
$1.5M 0.55%
13,841
+7,044
18
$1.49M 0.54%
26,129
-5,689
19
$1.44M 0.52%
4,251
+5
20
$1.13M 0.41%
+22,800
21
$905K 0.33%
18,086
22
$736K 0.27%
3,161
-7,176
23
$631K 0.23%
1,350
+3
24
$621K 0.23%
10,817
-36,874
25
$594K 0.22%
8,589
+1,043
1
2