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WWM
WT Wealth Management Portfolio holdings
AUM
$336M
1-Year Est. Return
19.52%
This Fund
S&P 500
This Quarter
Est. Return
-5.57%
1 Year Est. Return
+19.52%
3 Year Est. Return
+54.36%
5 Year Est. Return
+50.7%
10 Year Est. Return
–
AUM
$260M
AUM Growth
-$12.1M
(-4.4%)
Cap. Flow
+$4.03M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
36.9%
Holding
129
New
6
Increased
51
Reduced
52
Closed
11
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$1.45M |
| 2 |
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$1.33M |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.28M |
| 4 |
Innovator S&P Investment Grade Preferred ETF
EPRF
|
+$1.15M |
| 5 |
Expedia Group
EXPE
|
+$1.14M |
Top Sells
| 1 |
Etsy
ETSY
|
+$1.2M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.08M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$825K |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$723K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$595K |
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% |
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