WMS
Wealth Management Strategies Portfolio holdings
AUM
$149M
1 Year Est. Return
–
AUM
$1.31M
AUM Growth
–
Holding
36
Top Buys
| 1 | +$245K | |
| 2 | +$158K | |
| 3 | +$128K | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$103K |
| 5 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$82.1K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.16% |
| 2 | Healthcare | 0.93% |
| 3 | Financials | 0.49% |
| 4 | Real Estate | 0.35% |
| 5 | Consumer Staples | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
NVIDIA
NVDA
$4.46T
| $3.38K | 0.26% |
+2,520
|
|
||
27
SPDR S&P 500 ETF Trust
SPY
$660B
| $3.28K | 0.25% |
+559
|
|
||
28
Vanguard ESG US Stock ETF
ESGV
$11.5B
| $2.96K | 0.23% |
+2,826
|
|
||
29
Procter & Gamble
PG
$354B
| $2.73K | 0.21% |
+1,627
|
|
||
30
Medtronic
MDT
$123B
| $2.62K | 0.2% |
+3,280
|
|
||
31
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.98B
| $2.55K | 0.2% |
+3,351
|
|
||
32
Dimensional International Sustainability Core 1 ETF
DFSI
$828M
| $2.36K | 0.18% |
+7,190
|
|
||
33
W.P. Carey
WPC
$15B
| $2.35K | 0.18% |
+4,305
|
|
||
34
Extra Space Storage
EXR
$32.2B
| $2.28K | 0.17% |
+1,523
|
|
||
35
Vanguard ESG International Stock ETF
VSGX
$5.23B
| $2.06K | 0.16% |
+3,635
|
|
||
36
Brookfield
BN
$99.8B
| $2.06K | 0.16% |
+3,582
|
|