WWM
WT Wealth Management Portfolio holdings
AUM
$308M
This Quarter Return
-1.85%
1 Year Return
+9.69%
3 Year Return
+20.13%
5 Year Return
+83.7%
10 Year Return
–
AUM
$233M
AUM Growth
+$233M
(-3.2%)
Cap. Flow
-$2.56M
Cap. Flow
% of AUM
-1.1%
Top 10 Holdings %
Top 10 Hldgs %
48.77%
Holding
119
New
20
Increased
38
Reduced
38
Closed
15
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$3.73M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.49M |
| 3 |
ARTY
iShares Future AI & Tech ETF
ARTY
|
$2.92M |
| 4 |
iShares US Insurance ETF
IAK
|
$2.89M |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
$2.83M |
Sector Composition
| 1 | Consumer Discretionary | 6.13% |
| 2 | Technology | 6.12% |
| 3 | Financials | 4.33% |
| 4 | Communication Services | 4.21% |
| 5 | Consumer Staples | 2.3% |
