5W
5T Wealth Portfolio holdings
AUM
$196M
This Quarter Return
+0.41%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$183M
AUM Growth
–
Cap. Flow
+$183M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.01%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$16M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$12.6M |
| 3 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
$10.3M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$10M |
| 5 |
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% |
