WIM
Windhaven Investment Management Portfolio holdings
AUM
$7.79B
1-Year Est. Return
7.81%
1 Year Est. Return
+7.81%
AUM
$7.9B
AUM Growth
+$29.3M
(+0.37%)
Holding
27
Top Buys
| 1 | +$212M | |
| 2 | +$203M | |
| 3 | +$120M | |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$92.2M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$57.7M |
Top Sells
| 1 | +$372M | |
| 2 | +$156M | |
| 3 | +$146M | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$73.3M |
| 5 |
iShares Gold Trust
IAU
|
+$71.7M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Financial Select Sector SPDR Fund
XLF
$53.9B
| $41.8M | 0.53% |
1,496,369
-55,466
|
|
||
27
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.46B
| – | – |
-283,376
|
|