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
101
$51.7K 0.02%
18,001
102
– –
-10,586
103
– –
-9,412
104
– –
-1,348
105
– –
-411
106
– –
-38,883
107
– –
0
108
– –
-1,356
1 2 3 4
5