WC
Wealth CMT Portfolio holdings
AUM
$66.2M
This Quarter Return
-1.72%
1 Year Return
+8.1%
3 Year Return
+24.95%
5 Year Return
–
10 Year Return
–
AUM
$38.5M
AUM Growth
+$38.5M
(-75%)
Cap. Flow
-$115M
Cap. Flow
% of AUM
-297.91%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
16
New
2
Increased
2
Reduced
–
Closed
12
Top Buys
| 1 |
Vanguard Russell 1000 ETF
VONE
|
$7.63M |
| 2 |
Vanguard Russell 2000 ETF
VTWO
|
$1.33M |
| 3 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$999K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$38.6K |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$69.1M |
| 2 |
iShares Russell 3000 ETF
IWV
|
$18.5M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$13.5M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$6.18M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$5.7M |
