NTSX WisdomTree 90/60 US Balanced

80

NYSE ARCA | ETF

Price
$55.20
Increased by +0.75%
Dollar volume (20D)
2.17 M
ADR%
1.24
Technology - 35.06%Financial Services - 13.28%Communication Services - 12.02%Consumer Cyclicals - 10.25%Healthcare - 9.38%Industrials - 6.93%Consumer Defensive - 5.24%Energy - 2.89%Utilities - 2.13%Real Estate - 1.54%Basic Materials - 1.28%
Technology - 35.06%
Financial Services - 13.28%
Communication Services - 12.02%
Consumer Cyclicals - 10.25%
Healthcare - 9.38%
Industrials - 6.93%
Consumer Defensive - 5.24%
Energy - 2.89%
Utilities - 2.13%
Real Estate - 1.54%
Basic Materials - 1.28%

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 7.61%
AAPL Apple Inc Technology Consumer Electronics 6.84%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 6.25%
MSFT Microsoft Corporation Technology Software - Infrastructure 5.85%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 3.80%
AVGO Broadcom Inc Technology Semiconductors 2.61%
META Meta Platforms Inc. Communication Services Internet Content & Information 2.60%
TSLA Tesla Inc Consumer Cyclical Auto Manufacturers 2.08%
BRK-B Berkshire Hathaway Inc Financial Services Insurance - Diversified 1.82%
LLY Eli Lilly and Company Healthcare Drug Manufacturers - General 1.71%
JPM JPMorgan Chase & Co Financial Services Banks - Diversified 1.41%
WMT Walmart Inc Consumer Defensive Discount Stores 1.39%
V Visa Inc. Class A Financial Services Credit Services 1.13%
GOOG Alphabet Inc Class C Communication Services Internet Content & Information 1.12%
ORCL Oracle Corporation Technology Software - Infrastructure 0.90%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 0.89%
MA Mastercard Inc Financial Services Credit Services 0.86%
NFLX Netflix Inc Communication Services Entertainment 0.80%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 0.79%
ABBV AbbVie Inc Healthcare Drug Manufacturers - General 0.68%
Open dropdown content
Open dropdown content
DAILY
WEEKLY
MONTHLY