NTSX WisdomTree 90/60 US Balanced

63

NYSE ARCA | ETF

Price
$54.87
Decreased by -0.85%
Dollar volume (20D)
2.43 M
ADR%
1.08
Technology - 35.19%Financial Services - 13.38%Communication Services - 12.41%Consumer Cyclicals - 10.47%Healthcare - 8.92%Industrials - 6.97%Consumer Defensive - 5.14%Energy - 2.80%Utilities - 1.96%Real Estate - 1.46%Basic Materials - 1.30%
Technology - 35.19%
Financial Services - 13.38%
Communication Services - 12.41%
Consumer Cyclicals - 10.47%
Healthcare - 8.92%
Industrials - 6.97%
Consumer Defensive - 5.14%
Energy - 2.80%
Utilities - 1.96%
Real Estate - 1.46%
Basic Materials - 1.30%

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 7.68%
AAPL Apple Inc Technology Consumer Electronics 6.82%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 6.45%
MSFT Microsoft Corporation Technology Software - Infrastructure 5.95%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 3.83%
AVGO Broadcom Inc Technology Semiconductors 3.04%
META Meta Platforms Inc. Communication Services Internet Content & Information 2.80%
TSLA Tesla Inc Consumer Cyclical Auto Manufacturers 2.31%
BRK-B Berkshire Hathaway Inc Financial Services Insurance - Diversified 1.74%
LLY Eli Lilly and Company Healthcare Drug Manufacturers - General 1.54%
WMT Walmart Inc. Common Stock Consumer Defensive Discount Stores 1.48%
JPM JPMorgan Chase & Co Financial Services Banks - Diversified 1.39%
GOOG Alphabet Inc Class C Communication Services Internet Content & Information 1.12%
V Visa Inc. Class A Financial Services Credit Services 1.09%
ORCL Oracle Corporation Technology Software - Infrastructure 0.98%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 0.87%
MA Mastercard Inc Financial Services Credit Services 0.84%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 0.75%
PLTR Palantir Technologies Inc. Technology Software - Infrastructure 0.72%
NFLX Netflix Inc Communication Services Entertainment 0.72%
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