WIP
Wellesley Investment Partners Portfolio holdings
AUM
$293M
This Quarter Return
+3.01%
1 Year Return
+8.92%
3 Year Return
+22.66%
5 Year Return
+48.64%
10 Year Return
–
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.9%
Holding
85
New
85
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$15.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$12.8M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$8.88M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$7.13M |
| 5 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$6.94M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.1% |
| 2 | Industrials | 2.96% |
| 3 | Healthcare | 2.59% |
| 4 | Consumer Discretionary | 2.42% |
| 5 | Financials | 2.21% |
