MD

Money Design Portfolio holdings

AUM $2.14B
1-Year Est. Return 10.33%
This Quarter Est. Return
1 Year Est. Return
+10.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$7.97M
2 +$3.77M
3 +$3.37M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$2.94M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.85M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$25K 0.01%
653
-74,418
52
$2K ﹤0.01%
+133
53
-16,873