5W

5T Wealth Portfolio holdings

AUM $250M
1-Year Est. Return 17.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2M
3
+$1.82M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.69M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M

Top Sells

1
+$2.53M
2
+$1.17M
3
+$1.06M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.02M
5
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$825K

Sector Composition

1 Technology 7.65%
2 Financials 1.49%
3 Communication Services 1.09%
4 Consumer Discretionary 0.74%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$987K 0.47%
43,852
+7,666
52
$969K 0.46%
9,476
-755
53
$933K 0.44%
4,254
-214
54
$902K 0.43%
+22,407
55
$902K 0.43%
19,335
-12,505
56
$901K 0.43%
9,729
-1,972
57
$898K 0.43%
+25,225
58
$866K 0.41%
4,910
+209
59
$811K 0.39%
1,468
-1,123
60
$791K 0.38%
2,329
+1,370
61
$772K 0.37%
33,592
+716
62
$734K 0.35%
11,598
+3,343
63
$703K 0.33%
12,754
-1,815
64
$692K 0.33%
5,125
-504
65
$675K 0.32%
1,358
+154
66
$675K 0.32%
12,404
-13,615
67
$668K 0.32%
17,606
-5,705
68
$643K 0.31%
14,743
+7,602
69
$630K 0.3%
3,079
-474
70
$628K 0.3%
+8,959
71
$614K 0.29%
5,144
-318
72
$610K 0.29%
4,579
+2,905
73
$605K 0.29%
6,630
+4
74
$527K 0.25%
8,774
-10,455
75
$509K 0.24%
1,423
+9
1 2
3
4 5