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WG
Wellington Group Portfolio holdings
AUM
$325M
This Fund
S&P 500
This Quarter
Est. Return
+3.75%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$300M
AUM Growth
–
Cap. Flow
+$298M
Cap. Flow
% of AUM
99.16%
Top 10 Holdings %
Top 10 Hldgs %
50.54%
Holding
397
New
397
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$22.8M |
| 2 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
+$21.7M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
+$18.1M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$17.7M |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$13.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.4% |
| 2 | Healthcare | 7.44% |
| 3 | Consumer Discretionary | 6.37% |
| 4 | Financials | 4.94% |
| 5 | Industrials | 3.79% |
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