WR
Watson Rebecca Portfolio holdings
AUM
$170M
This Quarter Return
+4.16%
1 Year Return
+9.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
–
Cap. Flow
+$165M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.39%
Holding
84
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$21.9M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$13.2M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$13.2M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$8.32M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 4.38% |
| 2 | Technology | 3.66% |
| 3 | Industrials | 3.44% |
| 4 | Healthcare | 1.83% |
| 5 | Financials | 1.49% |
