W
WealthOne Portfolio holdings
AUM
$248M
This Quarter Return
+5.95%
1 Year Return
+17.79%
3 Year Return
+23.36%
5 Year Return
+44.51%
10 Year Return
–
AUM
$247M
AUM Growth
+$247M
(+6.4%)
Cap. Flow
+$3.9M
Cap. Flow
% of AUM
1.58%
Top 10 Holdings %
Top 10 Hldgs %
61.64%
Holding
126
New
19
Increased
42
Reduced
49
Closed
9
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$2.46M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.74M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.39M |
| 4 |
iShares Core High Dividend ETF
HDV
|
$1.16M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$708K |
Top Sells
Sector Composition
| 1 | Technology | 6.59% |
| 2 | Healthcare | 1.05% |
| 3 | Communication Services | 0.88% |
| 4 | Financials | 0.7% |
| 5 | Industrials | 0.69% |