IDA

Intelligence Driven Advisers Portfolio holdings

AUM $663M
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.3M
3
+$8.95M
4
RESD
WisdomTree International ESG Fund
RESD
+$7.01M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$6.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.68%
2 Financials 3.16%
3 Consumer Staples 2.57%
4 Industrials 0.77%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.2%
+85,040
27
$1.88M 1.19%
+74,112
28
$1.77M 1.12%
+8,662
29
$1.75M 1.11%
+61,813
30
$1.72M 1.09%
+35,740
31
$1.65M 1.04%
+48,066
32
$1.61M 1.02%
+62,920
33
$1.47M 0.93%
+96,812
34
$1.25M 0.79%
+26,833
35
$1.24M 0.79%
+39,895
36
$1.09M 0.69%
+13,964
37
$1.02M 0.65%
+26,842
38
$862K 0.55%
+11,733
39
$773K 0.49%
+7,262
40
$695K 0.44%
+26,899
41
$658K 0.42%
+5,020
42
$619K 0.39%
+8,306
43
$607K 0.38%
+12,821
44
$569K 0.36%
+14,076
45
$567K 0.36%
+17,490
46
$563K 0.36%
+23,939
47
$562K 0.36%
+10,359
48
$560K 0.35%
+6,752
49
$558K 0.35%
+10,684
50
$555K 0.35%
+12,003
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