WU
Wealthsimple US Portfolio holdings
AUM
$169M
This Quarter Return
+3.7%
1 Year Return
+27.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.45%
Holding
31
New
31
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.5% |
| 2 | Consumer Discretionary | 0.27% |
| 3 | Healthcare | 0.26% |
| 4 | Consumer Staples | 0.23% |
| 5 | Utilities | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.7B
| $285K | 0.23% |
+1,000
| New | +$285K |
|
27
Apple
AAPL
$3.54T
| $269K | 0.21% |
+918
| New | +$269K |
|
28
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $265K | 0.21% |
+4,925
| New | +$265K |
|
29
iShares ESG Optimized MSCI USA ETF
SUSA
$3.57B
| $253K | 0.2% |
+1,888
| New | +$253K |
|
30
New Jersey Resources
NJR
$4.7B
| $246K | 0.2% |
+5,528
| New | +$246K |
|
31
Vanguard FTSE Europe ETF
VGK
$26.6B
| $222K | 0.18% |
+3,791
| New | +$222K |
|