WAT
Wealth Advisory Team Portfolio holdings
AUM
$107M
This Quarter Return
+6.36%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.03%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$14.7M |
| 2 |
Aptus Defined Risk ETF
DRSK
|
$11.4M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$10.1M |
| 4 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$9.5M |
| 5 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$7.83M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 0.85% |
| 2 | Technology | 0.74% |
| 3 | Utilities | 0.39% |
| 4 | Consumer Discretionary | 0.22% |
| 5 | Healthcare | 0.22% |
