StockDriftsStockDriftsTop 10 Wealth Cmt Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CWI | SPDR INDEX SHS FDS | 44.77% | 1.13M | $30K | +2.79%(+30.75K) | — | 2023-06-30 | |
| USMV | ISHARES TR | 22.21% | 197.8K | $15K | +9.68%(+17.45K) | — | 2023-06-30 | |
| VONE | VANGUARD SCOTTSDALE FDS | 10.22% | 33.6K | $7K | -2.88%(-994) | — | 2023-06-30 | |
| IXUS | ISHARES TR | 6.96% | 73.6K | $5K | -4.77%(-3.69K) | — | 2023-06-30 | |
| TFI | SPDR SER TR | 5.32% | 76.3K | $4K | -3.74%(-2.97K) | — | 2023-06-30 | |
| SHM | SPDR SER TR | 3.11% | 43.7K | $2K | -10.32%(-5.04K) | — | 2023-06-30 | |
| SMMU | PIMCO ETF TR | 3.09% | 41.3K | $2K | -12.91%(-6.12K) | — | 2023-06-30 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 1.93% | 20.4K | $1K | -14.96%(-3.59K) | — | 2023-06-30 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 1.78% | 15.5K | $1K | -0.42%(-65) | — | 2023-06-30 | |
| VTHR | VANGUARD SCOTTSDALE FDS | 0.6% | 2.0K | $396 | -0.25%(-5) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wealth Cmt reports $66.17K in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are CWI (44.8%), USMV (22.2%) and VONE (10.2%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Cmt’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802660). View Wealth Cmt’s 13F filings on SEC