NTSX WisdomTree 90/60 US Balanced

93

NYSE ARCA | ETF

Price
$39.89
Increased by +0.10%
Dollar volume (20D)
5.60 M
ADR%
0.84
Technology - 30.94%Financial Services - 12.57%Healthcare - 12.52%Consumer Cyclicals - 10.77%Communication Services - 8.86%Industrials - 8.10%Consumer Defensive - 6.02%Energy - 3.79%Real Estate - 2.25%Utilities - 2.10%Basic Materials - 2.07%
Technology - 30.94%
Financial Services - 12.57%
Healthcare - 12.52%
Consumer Cyclicals - 10.77%
Communication Services - 8.86%
Industrials - 8.10%
Consumer Defensive - 6.02%
Energy - 3.79%
Real Estate - 2.25%
Utilities - 2.10%
Basic Materials - 2.07%

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
MSFT Microsoft Corporation Technology Software - Infrastructure 4.34%
AAPL Apple Inc Technology Consumer Electronics 4.15%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 2.19%
NVDA NVIDIA Corporation Technology Semiconductors 1.95%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 1.28%
META Meta Platforms Inc. Communication Services Internet Content & Information 1.18%
GOOG Alphabet Inc Class C Communication Services Internet Content & Information 1.10%
TSLA Tesla Inc Consumer Cyclical Auto Manufacturers 0.95%
LLY Eli Lilly and Company Healthcare Drug Manufacturers - General 0.76%
UNH UnitedHealth Group Incorporated Healthcare Healthcare Plans 0.76%
JPM JPMorgan Chase & Co Financial Services Banks - Diversified 0.75%
AVGO Broadcom Inc Technology Semiconductors 0.69%
BRK-B Berkshire Hathaway Inc Financial Services Insurance - Diversified 0.67%
V Visa Inc. Class A Financial Services Credit Services 0.65%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 0.60%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 0.56%
MA Mastercard Inc Financial Services Credit Services 0.54%
PG Procter & Gamble Company Consumer Defensive Household & Personal Products 0.54%
HD Home Depot Inc Consumer Cyclical Home Improvement Retail 0.54%
COST Costco Wholesale Corp Consumer Defensive Discount Stores 0.46%
Open dropdown content
Open dropdown content
DAILY
WEEKLY
MONTHLY