5W
5T Wealth Portfolio holdings
AUM
$229M
1-Year Est. Return
16.56%
1 Year Est. Return
+16.56%
AUM
$196M
AUM Growth
+$20.6M
(+12%)
Holding
108
Top Buys
| 1 | +$2.27M | |
| 2 | +$2M | |
| 3 | +$1.82M | |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$1.69M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.57M |
Top Sells
| 1 | +$2.53M | |
| 2 | +$1.17M | |
| 3 | +$1.06M | |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$1.02M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Genelux
GNLX
$293M
| $51.7K | 0.02% |
18,001
|
|
||
102
Vanguard Dividend Appreciation ETF
VIG
$99.8B
| – | – |
-1,356
|
|
||
103
SPDR S&P 500 ETF Trust
SPY
$681B
| – | – |
0
|
|
||
104
SPDR Portfolio Long Term Treasury ETF
SPTL
$12B
| – | – |
-38,883
|
|
||
105
Spotify
SPOT
$136B
| – | – |
-411
|
|
||
106
Johnson & Johnson
JNJ
$451B
| – | – |
-1,348
|
|
||
107
iShares Global Energy ETF
IXC
$1.87B
| – | – |
-9,412
|
|
||
108
Columbia Diversified Fixed Income Allocation ETF
DIAL
$396M
| – | – |
-10,586
|
|