WWM
WT Wealth Management Portfolio holdings
AUM
$308M
This Quarter Return
+1.54%
1 Year Return
+9.69%
3 Year Return
+20.13%
5 Year Return
+83.7%
10 Year Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.91%
Holding
83
New
83
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$21.2M |
| 2 |
Schwab International Equity ETF
SCHF
|
$6.78M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$6.67M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$6.35M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$5.78M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.84% |
| 2 | Communication Services | 3.3% |
| 3 | Consumer Discretionary | 3.22% |
| 4 | Financials | 2.41% |
| 5 | Consumer Staples | 1.68% |
