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CreativeOne Wealth Portfolio holdings
AUM
$4.31B
1-Year Est. Return
19.42%
This Fund
S&P 500
1 Year Est. Return
+19.42%
AUM
$1.32B
AUM Growth
+$114M
(+9.4%)
Holding
628
Top Buys
| 1 | +$16.3M | |
| 2 | +$11.3M | |
| 3 | +$5.55M | |
| 4 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
+$4.85M |
| 5 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$4.25M |
Top Sells
| 1 | +$45.3M | |
| 2 | +$9.97M | |
| 3 | +$4.64M | |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$4.39M |
| 5 |
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
|
+$4.21M |
Sector Composition
| 1 | Technology | 5.24% |
| 2 | Consumer Discretionary | 3.14% |
| 3 | Communication Services | 2.23% |
| 4 | Financials | 2.22% |
| 5 | Healthcare | 2.06% |