WL
WIT LLC Portfolio holdings
AUM
$4.03B
This Quarter Return
-2.55%
1 Year Return
+11.21%
3 Year Return
+21.96%
5 Year Return
–
10 Year Return
–
AUM
$3.45B
AUM Growth
+$3.45B
(-11%)
Cap. Flow
-$347M
Cap. Flow
% of AUM
-10.04%
Top 10 Holdings %
Top 10 Hldgs %
99.17%
Holding
15
New
1
Increased
3
Reduced
9
Closed
1
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$5.06M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.66M |
| 3 |
UiPath
PATH
|
$1.24M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$844K |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$69.4M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$58.3M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$56.6M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$46.5M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$45.1M |
Sector Composition
| 1 | Technology | 0.13% |
