NTSX WisdomTree 90/60 US Balanced

91

NYSE ARCA | ETF

Price
$49.69
Increased by +0.32%
Dollar volume (20D)
2.84 M
ADR%
0.82
Technology - 33.76%Financial Services - 14.27%Communication Services - 11.31%Consumer Cyclicals - 10.54%Healthcare - 8.93%Industrials - 7.22%Consumer Defensive - 5.83%Energy - 2.95%Utilities - 2.10%Real Estate - 1.66%Basic Materials - 1.43%
Technology - 33.76%
Financial Services - 14.27%
Communication Services - 11.31%
Consumer Cyclicals - 10.54%
Healthcare - 8.93%
Industrials - 7.22%
Consumer Defensive - 5.83%
Energy - 2.95%
Utilities - 2.10%
Real Estate - 1.66%
Basic Materials - 1.43%

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 6.83%
MSFT Microsoft Corporation Technology Software - Infrastructure 6.59%
AAPL Apple Inc Technology Consumer Electronics 5.46%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 3.96%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 3.78%
META Meta Platforms Inc. Communication Services Internet Content & Information 3.37%
AVGO Broadcom Inc Technology Semiconductors 2.20%
TSLA Tesla Inc Consumer Cyclical Auto Manufacturers 1.95%
BRK-B Berkshire Hathaway Inc Financial Services Insurance - Diversified 1.94%
JPM JPMorgan Chase & Co Financial Services Banks - Diversified 1.44%
WMT Walmart Inc Consumer Defensive Discount Stores 1.43%
LLY Eli Lilly and Company Healthcare Drug Manufacturers - General 1.36%
V Visa Inc. Class A Financial Services Credit Services 1.30%
GOOG Alphabet Inc Class C Communication Services Internet Content & Information 1.12%
NFLX Netflix Inc Communication Services Entertainment 1.06%
ORCL Oracle Corporation Technology Software - Infrastructure 1.05%
MA Mastercard Inc Financial Services Credit Services 0.96%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 0.89%
COST Costco Wholesale Corp Consumer Defensive Discount Stores 0.78%
PG Procter & Gamble Company Consumer Defensive Household & Personal Products 0.69%
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