WL
WIT LLC Portfolio holdings
AUM
$4.03B
This Quarter Return
-7.12%
1 Year Return
+11.21%
3 Year Return
+21.96%
5 Year Return
–
10 Year Return
–
AUM
$4.05M
AUM Growth
+$4.05M
(-20%)
Cap. Flow
-$707K
Cap. Flow
% of AUM
-17.45%
Top 10 Holdings %
Top 10 Hldgs %
99.97%
Holding
17
New
–
Increased
4
Reduced
4
Closed
6
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$39.4K |
| 2 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$1.26K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$163 |
| 4 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$62 |
Top Sells
| 1 |
iShares MSCI Japan ETF
EWJ
|
$239K |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$163K |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$109K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$76.2K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$73.7K |
Sector Composition
| 1 | Energy | 0% |
| 2 | Financials | 0% |
| 3 | Technology | 0% |
