NTSX WisdomTree 90/60 US Balanced

89

NYSE ARCA | ETF

Price
$51.17
Decreased by -0.20%
Dollar volume (20D)
2.55 M
ADR%
0.82
Technology - 34.57%Financial Services - 13.93%Communication Services - 11.54%Consumer Cyclicals - 10.32%Healthcare - 8.57%Industrials - 7.32%Consumer Defensive - 5.66%Energy - 2.86%Utilities - 2.17%Real Estate - 1.65%Basic Materials - 1.41%
Technology - 34.57%
Financial Services - 13.93%
Communication Services - 11.54%
Consumer Cyclicals - 10.32%
Healthcare - 8.57%
Industrials - 7.32%
Consumer Defensive - 5.66%
Energy - 2.86%
Utilities - 2.17%
Real Estate - 1.65%
Basic Materials - 1.41%

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 7.92%
MSFT Microsoft Corporation Technology Software - Infrastructure 6.83%
AAPL Apple Inc Technology Consumer Electronics 5.32%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 4.25%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 3.83%
META Meta Platforms Inc. Communication Services Internet Content & Information 3.48%
AVGO Broadcom Inc Technology Semiconductors 2.35%
BRK-B Berkshire Hathaway Inc Financial Services Insurance - Diversified 1.75%
TSLA Tesla Inc Consumer Cyclical Auto Manufacturers 1.71%
JPM JPMorgan Chase & Co Financial Services Banks - Diversified 1.43%
WMT Walmart Inc Consumer Defensive Discount Stores 1.40%
LLY Eli Lilly and Company Healthcare Drug Manufacturers - General 1.29%
V Visa Inc. Class A Financial Services Credit Services 1.20%
ORCL Oracle Corporation Technology Software - Infrastructure 1.20%
GOOG Alphabet Inc Class C Communication Services Internet Content & Information 1.12%
MA Mastercard Inc Financial Services Credit Services 0.94%
NFLX Netflix Inc Communication Services Entertainment 0.91%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 0.84%
PLTR Palantir Technologies Inc. Class A Common Stock Technology Software - Infrastructure 0.74%
COST Costco Wholesale Corp Consumer Defensive Discount Stores 0.71%
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