WIM
Windhaven Investment Management Portfolio holdings
AUM
$7.79B
This Quarter Return
+3.82%
1 Year Return
+7.81%
3 Year Return
+12.2%
5 Year Return
+27.36%
10 Year Return
–
AUM
$22.6M
AUM Growth
+$22.6M
(-100%)
Cap. Flow
-$2.73M
Cap. Flow
% of AUM
-12.09%
Top 10 Holdings %
Top 10 Hldgs %
66.55%
Holding
40
New
–
Increased
14
Reduced
23
Closed
1
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$167K |
| 2 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$24.4K |
| 3 |
ALD
WisdomTree Asia Local Debt Fund
ALD
|
$13.4K |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$8.77K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$7.77K |
Top Sells
| 1 |
iShares MSCI Hong Kong ETF
EWH
|
$2.57M |
| 2 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$94.7K |
| 3 |
WisdomTree Emerging Markets Local Debt Fund
ELD
|
$74.3K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$59.1K |
| 5 |
Invesco QQQ Trust
QQQ
|
$32.9K |
