WC
Wealth CMT Portfolio holdings
AUM
$66.2M
This Quarter Return
+6.9%
1 Year Return
+8.1%
3 Year Return
+24.95%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(+4.2%)
Cap. Flow
-$3.41M
Cap. Flow
% of AUM
-2.53%
Top 10 Holdings %
Top 10 Hldgs %
89.9%
Holding
19
New
–
Increased
5
Reduced
14
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$282K |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$143K |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$82K |
| 4 |
iShares Russell 3000 ETF
IWV
|
$20.9K |
| 5 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$4.02K |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$2.6M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$364K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$198K |
| 4 |
iShares MSCI ACWI ex US ETF
ACWX
|
$193K |
| 5 |
Vanguard Russell 1000 ETF
VONE
|
$177K |
