WIM
Windhaven Investment Management Portfolio holdings
AUM
$7.79B
1-Year Est. Return
7.81%
This Fund
S&P 500
1 Year Est. Return
+7.81%
AUM
$7.9B
AUM Growth
+$29.3M
(+0.37%)
Holding
27
Top Buys
| 1 | +$209M | |
| 2 | +$198M | |
| 3 | +$117M | |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$92M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$57.9M |
Top Sells
| 1 | +$370M | |
| 2 | +$152M | |
| 3 | +$143M | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$73.1M |
| 5 |
iShares Gold Trust
IAU
|
+$70.4M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
State Street Financial Select Sector SPDR ETF
XLF
$49B
| $41.8M | 0.53% |
1,496,369
-55,466
|
|
||
27
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.6B
| – | – |
-283,376
|
|