WWM
WT Wealth Management Portfolio holdings
AUM
$308M
This Quarter Return
+9.89%
1 Year Return
+9.69%
3 Year Return
+20.13%
5 Year Return
+83.7%
10 Year Return
–
AUM
$183M
AUM Growth
+$183M
(+21%)
Cap. Flow
+$19.3M
Cap. Flow
% of AUM
10.5%
Top 10 Holdings %
Top 10 Hldgs %
34.5%
Holding
116
New
11
Increased
62
Reduced
35
Closed
6
Top Buys
| 1 |
ProShares UltraPro Short S&P 500
SPXU
|
$1.59M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.53M |
| 3 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$1.38M |
| 4 |
SPDR Gold Trust
GLD
|
$1.38M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.31M |
Top Sells
Sector Composition
| 1 | Technology | 9.1% |
| 2 | Communication Services | 7.88% |
| 3 | Consumer Discretionary | 5.88% |
| 4 | Financials | 3.14% |
| 5 | Consumer Staples | 2.69% |
