WL
WIT LLC Portfolio holdings
AUM
$4.03B
This Quarter Return
+9.06%
1 Year Return
+11.21%
3 Year Return
+21.96%
5 Year Return
–
10 Year Return
–
AUM
$4.03B
AUM Growth
+$4.03B
(+15%)
Cap. Flow
-$363M
Cap. Flow
% of AUM
-9%
Top 10 Holdings %
Top 10 Hldgs %
95.03%
Holding
18
New
4
Increased
5
Reduced
7
Closed
–
Top Buys
| 1 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$149M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$101M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$48.8M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$44.5M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$32.6M |
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$475M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$278M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$24.9M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$4.31M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.29M |
Sector Composition
| 1 | Technology | 0.05% |
