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
$323M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.36M
3
+$2.05M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.64M

Top Sells

1
+$1.87M
2
+$1.38M
3
+$369K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$354K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$208K

Sector Composition

1 Technology 1.12%
2 Consumer Discretionary 0.64%
3 Communication Services 0.24%
4 Financials 0.13%
5 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$111M 34.37%
221,938
+4,710
2
$42.2M 13.07%
911,455
+44,344
3
$25.2M 7.81%
510,200
+33,208
4
$23.4M 7.24%
429,170
-34,359
5
$19.1M 5.9%
33,053
+3,377
6
$17.4M 5.38%
352,800
+22,718
7
$17M 5.27%
349,744
+3,184
8
$14M 4.34%
182,649
-4,611
9
$13.8M 4.26%
25,131
-2,526
10
$11.8M 3.65%
120,160
+3,999
11
$3.56M 1.1%
49,443
+44,757
12
$2.42M 0.75%
48,540
+23,262
13
$2.35M 0.73%
9,423
14
$2.29M 0.71%
21,464
+591
15
$2.07M 0.64%
7,743
+2,349
16
$1.97M 0.61%
18,867
-3,531
17
$1.83M 0.57%
8,687
-862
18
$1.72M 0.53%
28,527
+1,626
19
$1.5M 0.46%
4,348
+58
20
$1.12M 0.35%
15,381
+6,731
21
$1.03M 0.32%
2,296
+596
22
$772K 0.24%
+6,246
23
$724K 0.22%
1,330
-20
24
$672K 0.21%
10,122
-193
25
$640K 0.2%
+19,588
1
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