5W

5T Wealth Portfolio holdings

AUM $229M
1-Year Est. Return 16.56%
This Quarter Est. Return
1 Year Est. Return
+16.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.6M
3
+$10.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$5.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.56%
2 Financials 1.59%
3 Communication Services 1.06%
4 Consumer Discretionary 0.68%
5 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.55%
+1,730
52
$985K 0.54%
+961
53
$930K 0.51%
+4,910
54
$915K 0.5%
+21,182
55
$821K 0.45%
+6,375
56
$817K 0.45%
+11,362
57
$782K 0.43%
+13,842
58
$755K 0.41%
+34,006
59
$730K 0.4%
+9,278
60
$678K 0.37%
+4,251
61
$666K 0.36%
+3,658
62
$656K 0.36%
+5,097
63
$651K 0.36%
+28,348
64
$644K 0.35%
+5,655
65
$631K 0.35%
+12,745
66
$628K 0.34%
+6,794
67
$600K 0.33%
+5,865
68
$571K 0.31%
+12,145
69
$567K 0.31%
+9,728
70
$552K 0.3%
+10,634
71
$545K 0.3%
+14,268
72
$491K 0.27%
+6,630
73
$470K 0.26%
+1,413
74
$449K 0.25%
+20,496
75
$443K 0.24%
+8,507
1 2
3
4