NTSX WisdomTree 90/60 US Balanced

69

NYSE ARCA | ETF

Price
$55.24
Decreased by -0.22%
Dollar volume (20D)
5.41 M
ADR%
0.79
Technology - 34.02%Financial Services - 13.31%Communication Services - 12.05%Consumer Cyclicals - 10.63%Healthcare - 9.36%Industrials - 7.42%Consumer Defensive - 5.39%Energy - 2.90%Utilities - 2.06%Real Estate - 1.47%Basic Materials - 1.40%
Technology - 34.02%
Financial Services - 13.31%
Communication Services - 12.05%
Consumer Cyclicals - 10.63%
Healthcare - 9.36%
Industrials - 7.42%
Consumer Defensive - 5.39%
Energy - 2.90%
Utilities - 2.06%
Real Estate - 1.47%
Basic Materials - 1.40%

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 7.70%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 6.64%
AAPL Apple Inc Technology Consumer Electronics 6.40%
MSFT Microsoft Corporation Technology Software - Infrastructure 5.81%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 4.11%
META Meta Platforms Inc. Communication Services Internet Content & Information 2.74%
AVGO Broadcom Inc Technology Semiconductors 2.41%
TSLA Tesla Inc Consumer Cyclical Auto Manufacturers 2.08%
LLY Eli Lilly and Company Healthcare Drug Manufacturers - General 1.67%
BRK-B Berkshire Hathaway Inc Financial Services Insurance - Diversified 1.66%
WMT Walmart Inc. Common Stock Consumer Defensive Discount Stores 1.48%
JPM JPMorgan Chase & Co Financial Services Banks - Diversified 1.35%
GOOG Alphabet Inc Class C Communication Services Internet Content & Information 1.12%
V Visa Inc. Class A Financial Services Credit Services 1.07%
XOM Exxon Mobil Corp Energy Oil & Gas Integrated 1.00%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 0.83%
MA Mastercard Inc Financial Services Credit Services 0.80%
MU Micron Technology Inc Technology Semiconductors 0.72%
ORCL Oracle Corporation Technology Software - Infrastructure 0.71%
AMD Advanced Micro Devices Inc Technology Semiconductors 0.69%
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