WC
Wealth CMT Portfolio holdings
AUM
$66.2M
This Quarter Return
+7.73%
1 Year Return
+8.1%
3 Year Return
+24.95%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
97.19%
Holding
17
New
17
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$55.2M |
| 2 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$15.1M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$7.61M |
| 4 |
iShares Russell 3000 ETF
IWV
|
$7.03M |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
$6.32M |
Top Sells
No sells this quarter
