WL
WIT LLC Portfolio holdings
AUM
$4.03B
This Quarter Return
+5.4%
1 Year Return
+11.21%
3 Year Return
+21.96%
5 Year Return
–
10 Year Return
–
AUM
$3.64B
AUM Growth
+$3.64B
(+103,780%)
Cap. Flow
-$46.5M
Cap. Flow
% of AUM
-1.28%
Top 10 Holdings %
Top 10 Hldgs %
99.97%
Holding
13
New
–
Increased
2
Reduced
5
Closed
2
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$178M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.23M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$170M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$37.4M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$13.2M |
| 4 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$6.22M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$678K |
Sector Composition
| 1 | Healthcare | 0% |
| 2 | Technology | 0% |
