Wealth Cmt Portfolio Holdings

Wealth Cmt

  • $66.2 Million
  • Q2 2023

Wealth Cmt has filed its 13F form on July 12, 2023 for Q2 2023 where it was disclosed a total value porftolio of $66.2 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Spdr Msci Acwi Ex with a value of $29.6M, Ishares Msci Usa Min Vol Facto with a value of $14.7M, Vanguard Russell 1000 ETF with a value of $6.76M, Ishares Tr with a value of $4.61M, and Spdr Nuveen Bloomberg Municipa with a value of $3.52M.

Examining the 13F form we can see an decrease of $23.7M in the current position value, from $89.9M to 66.2M.

Below you can find more details about Wealth Cmt portfolio as well as his latest detailed transactions.

Portfolio value $66.2 Million
ETFs: $66.2 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $66.2 Million
  • Prior Value $89.9 Million
  • Filing
  • Period Q2 2023
  • Filing Date July 12, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 3 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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