NTSX WisdomTree 90/60 US Balanced

78

NYSE ARCA | ETF

Price
$47.90
Increased by +0.19%
Dollar volume (20D)
3.24 M
ADR%
0.81
Technology - 32.60%Financial Services - 13.76%Consumer Cyclicals - 10.86%Communication Services - 10.28%Healthcare - 10.12%Industrials - 7.00%Consumer Defensive - 5.87%Energy - 3.53%Utilities - 2.33%Real Estate - 2.00%Basic Materials - 1.51%
Technology - 32.60%
Financial Services - 13.76%
Consumer Cyclicals - 10.86%
Communication Services - 10.28%
Healthcare - 10.12%
Industrials - 7.00%
Consumer Defensive - 5.87%
Energy - 3.53%
Utilities - 2.33%
Real Estate - 2.00%
Basic Materials - 1.51%

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
NVDA NVIDIA Corporation Technology Semiconductors 7.02%
AAPL Apple Inc Technology Consumer Electronics 6.64%
MSFT Microsoft Corporation Technology Software - Infrastructure 6.05%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 4.29%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 4.10%
META Meta Platforms Inc. Communication Services Internet Content & Information 2.90%
TSLA Tesla Inc Consumer Cyclical Auto Manufacturers 1.97%
BRK-B Berkshire Hathaway Inc Financial Services Insurance - Diversified 1.90%
AVGO Broadcom Inc Technology Semiconductors 1.61%
LLY Eli Lilly and Company Healthcare Drug Manufacturers - General 1.49%
JPM JPMorgan Chase & Co Financial Services Banks - Diversified 1.28%
WMT Walmart Inc Consumer Defensive Discount Stores 1.27%
V Visa Inc. Class A Financial Services Credit Services 1.23%
GOOG Alphabet Inc Class C Communication Services Internet Content & Information 1.12%
UNH UnitedHealth Group Incorporated Healthcare Healthcare Plans 1.09%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 1.03%
ORCL Oracle Corporation Technology Software - Infrastructure 0.98%
MA Mastercard Inc Financial Services Credit Services 0.96%
COST Costco Wholesale Corp Consumer Defensive Discount Stores 0.78%
PG Procter & Gamble Company Consumer Defensive Household & Personal Products 0.76%
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