Portfolio (Quarterly)
Guide ↗
Wiser Wealth Management, Inc
· CIK 0001573263| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,358.0 | $206K | 0.04% | +102.0 | +8.1% | $151.50 | -7.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
36.1%
Financial Services
25.7%
Consumer Cyclical
10.7%
Communication Services
7.9%
Healthcare
6.4%
Consumer Defensive
5.5%
Utilities
3.5%
Industrials
2.5%
Energy
1.1%
Real Estate
0.6%