WMR

Wealth Management Resources Portfolio holdings

AUM $309M
1-Year Est. Return 5.92%
This Quarter Est. Return
1 Year Est. Return
+5.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.8M
3
+$11.7M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$9.46M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$9.13M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$792K 0.51%
+5,256
27
$747K 0.48%
+24,878
28
$736K 0.47%
+17,530
29
$702K 0.45%
+15,714
30
$687K 0.44%
+3,778
31
$620K 0.4%
+11,997
32
$574K 0.37%
+19,166
33
$529K 0.34%
+26,045
34
$504K 0.32%
+13,675
35
$472K 0.3%
+11,086
36
$408K 0.26%
+4,921
37
$360K 0.23%
+13,071
38
$359K 0.23%
+6,455
39
$350K 0.23%
+13,927
40
$294K 0.19%
+3,835
41
$266K 0.17%
+12,992
42
$265K 0.17%
+2,798
43
$237K 0.15%
+2,035
44
$234K 0.15%
+8,727
45
$219K 0.14%
+2,004
46
$215K 0.14%
+3,418
47
$207K 0.13%
+2,321
48
$141K 0.09%
+14,602
1
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