PWS
Private Wealth Strategies Portfolio holdings
AUM
$498M
This Quarter Return
+5.86%
1 Year Return
+17.22%
3 Year Return
+18.7%
5 Year Return
–
10 Year Return
–
AUM
$249M
AUM Growth
–
Cap. Flow
+$249M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.65%
Holding
70
New
70
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WisdomTree US LargeCap Fund
EPS
|
$45.1M |
| 2 |
WisdomTree US Multifactor Fund
USMF
|
$37.8M |
| 3 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
$19.2M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$14.2M |
| 5 |
WisdomTree US MidCap Dividend Fund
DON
|
$12.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 1.49% |
| 2 | Consumer Discretionary | 1.46% |
| 3 | Technology | 1.42% |
| 4 | Industrials | 1.18% |
| 5 | Consumer Staples | 0.86% |
