Wealth CMT latest Q1_2021 13F filings reported $169,745,000 in market value on this 2021-04-26 report date . The portfolio quarterly return is 5.89%. This fund has 19 securities concentrations of 100% weights.
Wealth CMT largest holding is ISHARES RUSSELL 1000 INDEX FUND with weight of 38.17% and $64,794,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|