NTSX WisdomTree 90/60 US Balanced

58

NYSE ARCA | ETF

Price
$58.48
Increased by +0.71%
Dollar volume (20D)
1.83 M
ADR%
0.98
Technology - 35.57%Financial Services - 14.39%Communication Services - 10.86%Healthcare - 9.20%Consumer Cyclicals - 8.91%Industrials - 7.55%Consumer Defensive - 5.28%Energy - 3.37%Utilities - 2.01%Real Estate - 1.52%Basic Materials - 1.33%
Technology - 35.57%
Financial Services - 14.39%
Communication Services - 10.86%
Healthcare - 9.20%
Consumer Cyclicals - 8.91%
Industrials - 7.55%
Consumer Defensive - 5.28%
Energy - 3.37%
Utilities - 2.01%
Real Estate - 1.52%
Basic Materials - 1.33%

The fund is actively managed using a models-based approach.

It seeks to achieve its investment objective by investing in large-capitalizationU. S. equity securities andU. S.

Treasury futures contracts.

Under normal circumstances, the fund will invest approximately 90% of its net assets inU. S. equity securities.

It is non-diversified.

Top 20 Holdings

Asset Name Sector Industry Weight
AAPL Apple Inc. Technology Consumer Electronics 7.15%
NVDA NVIDIA Corporation Technology Semiconductors 6.81%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 5.60%
MSFT Microsoft Corporation Technology Software - Infrastructure 4.04%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 3.29%
AVGO Broadcom Inc Technology Semiconductors 2.33%
META Meta Platforms Inc. Communication Services Internet Content & Information 2.03%
LLY Eli Lilly and Company Healthcare Drug Manufacturers - General 1.66%
NCA Nuveen California Municipal Value Fund Inc Financial Services Asset Management 1.61%
BRK-B Berkshire Hathaway Inc Financial Services Insurance - Diversified 1.52%
JPM JPMorgan Chase & Co Financial Services Banks - Diversified 1.34%
TSLA Tesla Inc Consumer Cyclical Auto Manufacturers 1.25%
MU Micron Technology Inc Technology Semiconductors 1.23%
WMT Walmart Inc. Consumer Defensive Discount Stores 1.22%
GOOG Alphabet Inc Class C Communication Services Internet Content & Information 1.12%
AMD Advanced Micro Devices Inc Technology Semiconductors 1.05%
V Visa Inc. Class A Financial Services Credit Services 1.01%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 0.93%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 0.84%
MA Mastercard Inc Financial Services Credit Services 0.72%
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