WWM
WT Wealth Management Portfolio holdings
AUM
$347M
1-Year Est. Return
19.88%
1 Year Est. Return
+19.88%
AUM
$260M
AUM Growth
-$12.1M
(-4.4%)
Holding
129
Top Buys
| 1 | +$1.47M | |
| 2 | +$1.3M | |
| 3 | +$1.2M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.14M |
| 5 |
Innovator S&P Investment Grade Preferred ETF
EPRF
|
+$1.13M |
Top Sells
| 1 | +$1.2M | |
| 2 | +$1.08M | |
| 3 | +$799K | |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$721K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$584K |
Sector Composition
| 1 | Technology | 8.62% |
| 2 | Consumer Discretionary | 6.11% |
| 3 | Communication Services | 5.67% |
| 4 | Financials | 5.3% |
| 5 | Consumer Staples | 3.01% |