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
51
$518K 0.33%
+6,226
52
$518K 0.33%
+6,144
53
$516K 0.33%
+412
54
$512K 0.32%
+11,520
55
$497K 0.31%
+4,783
56
$455K 0.29%
+3,291
57
$452K 0.29%
+4,745
58
$448K 0.28%
+3,470
59
$438K 0.28%
+12,590
60
$428K 0.27%
+8,660
61
$423K 0.27%
+16,018
62
$411K 0.26%
+11,120
63
$394K 0.25%
+2,476
64
$375K 0.24%
+13,512
65
$370K 0.23%
+5,421
66
$366K 0.23%
+3,670
67
$348K 0.22%
+15,766
68
$343K 0.22%
+2,338
69
$342K 0.22%
+8,340
70
$337K 0.21%
+3,920
71
$334K 0.21%
+3,655
72
$331K 0.21%
+16,285
73
$320K 0.2%
+4,260
74
$311K 0.2%
+2,862
75
$303K 0.19%
+5,860
1 2
3
4