Wealth CMT
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 |
|---|---|---|---|---|---|---|
| 2021-04-26 | 2021-03-31 | Q1_2021 | 13F-HR | 19 | $169,745,000 | 5.89% |
| 2021-01-21 | 2020-12-31 | Q4_2020 | 13F-HR | 19 | $160,301,000 | 18.99% |
| 2020-10-30 | 2020-09-30 | Q3_2020 | 13F-HR | 19 | $134,721,000 | 4.22% |
| 2020-07-21 | 2020-06-30 | Q2_2020 | 13F-HR | 19 | $129,261,000 | 19.92% |