3AM

3D Asset Management Portfolio holdings

AUM $360M
1-Year Est. Return 1.09%
This Quarter Est. Return
1 Year Est. Return
-1.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
-$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.7M
3
+$2.23M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.07M
5
OPPE
WisdomTree European Opportunities Fund
OPPE
+$1.8M

Top Sells

1
+$996K
2
+$317K
3
+$92K
4
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$86.9K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$86.1K

Sector Composition

1 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.31%
10,875
-174
27
$1M 0.3%
10,099
-42
28
$929K 0.28%
6,937
-47
29
$794K 0.24%
17,136
-122
30
$724K 0.22%
21,614
+1,045
31
$720K 0.22%
35,618
-4,257
32
$715K 0.22%
29,254
+973
33
$656K 0.2%
47,912
-6,720
34
$650K 0.2%
24,216
-1,630
35
$527K 0.16%
9,925
-211
36
$494K 0.15%
5,486
-251
37
$458K 0.14%
11,875
+163
38
$392K 0.12%
4,549
-173
39
$374K 0.11%
9,025
-59
40
$257K 0.08%
16,934
-174
41
$256K 0.08%
7,178
-186
42
$252K 0.08%
5,436
+109
43
$246K 0.07%
15,259
+65
44
$237K 0.07%
3,529
+17
1
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