WL
WIT LLC Portfolio holdings
AUM
$4.03B
This Quarter Return
+3.26%
1 Year Return
+11.21%
3 Year Return
+21.96%
5 Year Return
–
10 Year Return
–
AUM
$3.94B
AUM Growth
+$3.94B
(+8%)
Cap. Flow
+$181M
Cap. Flow
% of AUM
4.6%
Top 10 Holdings %
Top 10 Hldgs %
99.72%
Holding
12
New
1
Increased
6
Reduced
3
Closed
–
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$159M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$71.1M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$70.6M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$66.9M |
| 5 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$23.5M |
Top Sells
| 1 |
iShares Short-Term National Muni Bond ETF
SUB
|
$119M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$97.6M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$10.1M |
