WWM
WT Wealth Management Portfolio holdings
AUM
$308M
This Quarter Return
+2.45%
1 Year Return
+9.69%
3 Year Return
+20.13%
5 Year Return
+83.7%
10 Year Return
–
AUM
$319M
AUM Growth
+$319M
(+1.8%)
Cap. Flow
+$4.54M
Cap. Flow
% of AUM
1.43%
Top 10 Holdings %
Top 10 Hldgs %
36.82%
Holding
148
New
19
Increased
57
Reduced
45
Closed
14
Top Buys
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
$2.12M |
| 2 |
abrdn Physical Gold Shares ETF
SGOL
|
$2.08M |
| 3 |
Bitwise Bitcoin ETF
BITB
|
$981K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$750K |
| 5 |
Alerian Energy Infrastructure ETF
ENFR
|
$741K |
Top Sells
Sector Composition
| 1 | Technology | 11.17% |
| 2 | Consumer Discretionary | 7.34% |
| 3 | Communication Services | 7.08% |
| 4 | Financials | 2.65% |
| 5 | Industrials | 2.21% |
