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
76
$295K 0.19%
+11,148
77
$295K 0.19%
+2,587
78
$286K 0.18%
+4,747
79
$279K 0.18%
+1,928
80
$272K 0.17%
+2,750
81
$271K 0.17%
+2,664
82
$269K 0.17%
+5,350
83
$259K 0.16%
+25,986
84
$249K 0.16%
+2,244
85
$247K 0.16%
+12,500
86
$246K 0.16%
+2,273
87
$233K 0.15%
+16,105
88
$231K 0.15%
+2,364
89
$221K 0.14%
+949
90
$219K 0.14%
+3,848
91
$210K 0.13%
+3,269
92
$209K 0.13%
+3,709
93
$206K 0.13%
+11,853
94
$188K 0.12%
+11,144
95
$182K 0.12%
+5,011
96
$4K ﹤0.01%
+400
1 2 3
4