WIP
Wellesley Investment Partners Portfolio holdings
AUM
$293M
This Quarter Return
+1.06%
1 Year Return
+8.92%
3 Year Return
+22.66%
5 Year Return
+48.64%
10 Year Return
–
AUM
$305M
AUM Growth
+$305M
(+4.9%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
3.79%
Top 10 Holdings %
Top 10 Hldgs %
70.07%
Holding
115
New
8
Increased
81
Reduced
18
Closed
6
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$5.73M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.01M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.7M |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.63M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.11M |
Top Sells
Sector Composition
| 1 | Technology | 3.9% |
| 2 | Financials | 2.96% |
| 3 | Healthcare | 2.6% |
| 4 | Industrials | 2.32% |
| 5 | Consumer Discretionary | 1.89% |
