WIM
Windhaven Investment Management Portfolio holdings
AUM
$7.79B
This Quarter Return
-1.27%
1 Year Return
+7.81%
3 Year Return
+12.2%
5 Year Return
+27.36%
10 Year Return
–
AUM
$17B
AUM Growth
–
Cap. Flow
+$17B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.17%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$1.58B |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.5B |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.25B |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$1.19B |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.13B |
Top Sells
No sells this quarter
