NTSX WisdomTree 90/60 US Balanced

88

NYSE ARCA | ETF

Price
$52.48
Increased by +0.44%
Dollar volume (20D)
5.05 M
ADR%
0.88
Technology - 34.14%Financial Services - 14.04%Communication Services - 11.70%Consumer Cyclicals - 10.76%Healthcare - 8.60%Industrials - 7.17%Consumer Defensive - 5.55%Energy - 2.88%Utilities - 2.09%Real Estate - 1.63%Basic Materials - 1.44%
Technology - 34.14%
Financial Services - 14.04%
Communication Services - 11.70%
Consumer Cyclicals - 10.76%
Healthcare - 8.60%
Industrials - 7.17%
Consumer Defensive - 5.55%
Energy - 2.88%
Utilities - 2.09%
Real Estate - 1.63%
Basic Materials - 1.44%

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 7.96%
MSFT Microsoft Corporation Technology Software - Infrastructure 6.41%
AAPL Apple Inc Technology Consumer Electronics 5.93%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 4.46%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 4.04%
META Meta Platforms Inc. Communication Services Internet Content & Information 3.39%
AVGO Broadcom Inc Technology Semiconductors 2.36%
TSLA Tesla Inc Consumer Cyclical Auto Manufacturers 1.92%
BRK-B Berkshire Hathaway Inc Financial Services Insurance - Diversified 1.83%
JPM JPMorgan Chase & Co Financial Services Banks - Diversified 1.45%
WMT Walmart Inc Consumer Defensive Discount Stores 1.33%
V Visa Inc. Class A Financial Services Credit Services 1.24%
LLY Eli Lilly and Company Healthcare Drug Manufacturers - General 1.22%
GOOG Alphabet Inc Class C Communication Services Internet Content & Information 1.12%
ORCL Oracle Corporation Technology Software - Infrastructure 1.09%
MA Mastercard Inc Financial Services Credit Services 0.97%
NFLX Netflix Inc Communication Services Entertainment 0.96%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 0.87%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 0.70%
COST Costco Wholesale Corp Consumer Defensive Discount Stores 0.70%
Open dropdown content
Open dropdown content
DAILY
WEEKLY
MONTHLY