WI
| |
Wellesley Investment Partners, LLC13F | |
| Wellesley Investment Partners, LLC | |
| Last update 2020-10-31 | 103 Stocks (7 new) |
| Value $293.00 Mil | Turnover 2 % |
| Portfolio Report | |
Wellesley Investment Partners,... Top Holdings of 2020-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 101,420 | 34083.000 | +2.13% | 11.650 | +0.24% | 0.010 | +11.13% | +21.03% | 544548.671 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 258,164 | 31449.000 | +2.09% | 10.750 | +0.22% | 0.160 | -3.76% | -2.37% | 33502.109 | ||
VEA | Vanguard FTSE Developed Markets ETF | 711,473 | 29099.000 | -0.02% | 9.950 | 0% | 0.030 | +6.61% | +5.94% | 139067.283 | ||
AGG | iShares Core U.S. Aggregate Bond ETF | 219,325 | 25893.000 | -0.08% | 8.850 | -0.01% | 0.030 | -2.08% | -1.09% | 118307.233 | ||
BSV | Vanguard Short-Term Bond ETF | 307,527 | 25540.000 | -1.08% | 8.730 | -0.10% | 0.070 | -0.85% | +0.50% | 33140.894 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 254,039 | 21976.000 | +1.12% | 7.510 | +0.08% | 0.100 | -0.71% | +0.03% | 21932.699 | ||
SCHD | Schwab US Dividend Equity ETF | 225,367 | 12462.000 | +0.85% | 4.260 | +0.04% | 0.050 | +7.48% | +11.51% | 63750.699 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 275,129 | 11896.000 | -1.03% | 4.070 | -0.04% | 0.020 | +13.21% | +15.41% | 79745.057 | ||
IAU | iShares Gold Trust | 297,326 | 10697.000 | -0.03% | 3.660 | 0% | 0.070 | +13.84% | +32.65% | 33547.064 | ||
IJH | iShares Core S&P Mid-Cap ETF | 258,840 | 9593.000 | -0.25% | 3.280 | -0.01% | 0.020 | +9.50% | +13.23% | 92799.340 |
Wellesley Investment Partners, LLC's Historical Top Holdings Breakdowns
Wellesley Investment Partners, LLC Total Holding History ($B)
Wellesley Investment Partners, LLC's Asset Allocation
Wellesley Investment Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Wellesley Investment Partners, LLC's Hypothetical Growth since 2020-09-30
Wellesley Investment Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wellesley Investment Partners, LLC's Holdings Heat Map
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Wellesley Investment Partners, LLC's Holdings Bubble Chart
Wellesley Investment Partners, LLC News
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