WC

Wealth CMT

13F
Wealth CMT
Last update 2023-07-12 10 Stocks (3 new)
Value $66.00 Mil Turnover 57 %
Countries:
Top Holdings: CWI(44.77%)USMV(22.21%)VONE(10.21%)IXUS(6.97%)TFI(5.32%)
Portfolio Report
Summary Stock Picks Current Portfolio
Wealth CMT's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWB 		iShares Russell 1000 ETF2023-03-31Sold Out
-26.89%
●
207.98 ($219.34) 229.67
$329.09
50.04%
Sold Out
0
-239,445
CWI 		SPDR MSCI ACWI ex-US ETF2023-03-31Sold Out
-14.16%
●
24.17 ($25.4) 26.36
$29.31
15.39%
Sold Out
0
-1,103,096
SCHB 		Schwab U.S. Broad Market ETF2023-03-31Sold Out
-3.84%
●
44.3 ($46.75) 49.04
$23.24
-50.29%
Sold Out
0
-160,821
IXUS 		iShares Core MSCI Total International Stock ETF2023-03-31Sold Out
-2.39%
●
58.3 ($61.23) 63.56
$69.58
13.64%
Sold Out
0
-77,269
VTI 		Vanguard Total Stock Market ETF2023-03-31Sold Out
-2.36%
●
189.09 ($199.47) 209.17
$296.71
48.75%
Sold Out
0
-23,181
IWM 		iShares Russell 2000 ETF2023-03-31Sold Out
-2.26%
●
170.25 ($183.51) 197.59
$238.11
29.76%
Sold Out
0
-24,246
SMMU 		PIMCO Short Term Municipal Bond Active Exchange-Traded Fund2023-03-31Sold Out
-1.25%
●
49.2 ($49.51) 49.78
$50.03
1.05%
Sold Out
0
-47,398
IWS 		iShares Russell Mid-Cap Value ETF2023-03-31Sold Out
-1.24%
●
100.22 ($108.63) 115.67
$136.46
25.62%
Sold Out
0
-22,148
SUB 		iShares Short-Term National Muni Bond ETF2023-03-31Sold Out
-1.04%
●
103.09 ($104.12) 104.75
$105.53
1.35%
Sold Out
0
-18,716
ACWX 		iShares MSCI ACWI Ex US Index Fund2023-03-31Add
+0.92%
●
45.79 ($48.17) 50.03
$54.78
13.72%
Add 22.48%
91,693
16,830

Wealth CMT Total Holding History ($B)

To

Wealth CMT's Asset Allocation

To

Wealth CMT Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wealth CMT's Hypothetical Growth since 2023-06-30

Wealth CMT's Yearly Returns

Year Portfolio % % Excess Gain %

Wealth CMT News

  • 1

Discussions on Wealth CMT

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