WL
WIT LLC Portfolio holdings
AUM
$4.03B
This Quarter Return
+0.35%
1 Year Return
+11.21%
3 Year Return
+21.96%
5 Year Return
–
10 Year Return
–
AUM
$3.9B
AUM Growth
+$3.9B
(-1%)
Cap. Flow
-$52.9M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
98.94%
Holding
15
New
3
Increased
2
Reduced
7
Closed
1
Top Buys
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$19.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$12.3M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.5M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$4.16M |
| 5 |
UiPath
PATH
|
$509K |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$46M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$16.8M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$12.1M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$11M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$6.8M |
Sector Composition
| 1 | Technology | 0.01% |
