WU
| |
Wealthsimple US, Ltd.13F | |
Wealthsimple US, Ltd. | |
Last update 2021-05-12 | 20 Stocks (2 new) |
Value $100.00 Mil | Turnover 1 % |
Wealthsimple US, Ltd. Top Holdings of 2021-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPTL |
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
| 545,446 | 21,261.0 | +0.52% | 21.180 | +0.11% | 0.350 | -0.04% | +1.27% | 11,173.1 | ||
LTPZ |
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fun
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fun
| 207,382 | 16,746.0 | +0.67% | 16.680 | +0.11% | 2.350 | +0.64% | +1.18% | 667.7 | ||
VTI | Vanguard Total Stock Market ETF | 79,132 | 16,356.0 | -12.45% | 16.290 | -1.92% | 0.010 | +18.95% | +8.50% | 478,431.4 | ||
ACWV |
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
| 104,920 | 10,351.0 | -5.97% | 10.310 | -0.57% | 0.220 | +4.24% | +9.94% | 3,268.8 | ||
EEMV |
iShares MSCI Emerging Markets Min Vol Factor ETF
iShares MSCI Emerging Markets Min Vol Factor ETF
| 157,492 | 9,947.0 | -8.98% | 9.910 | -0.83% | 0.260 | +9.70% | +11.00% | 4,637.7 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 83,499 | 6,889.0 | -10.19% | 6.860 | -0.69% | 0.020 | +2.15% | +3.85% | 34,956.2 | ||
SUSB |
iShares ESG 1-5 Year USD Corporate Bond ETF
iShares ESG 1-5 Year USD Corporate Bond ETF
| 209,839 | 5,451.0 | +0.24% | 5.430 | +0.01% | 0.530 | +2.14% | +3.88% | 989.2 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 77,969 | 4,797.0 | -20.43% | 4.780 | -1.08% | 0.030 | +0.87% | +2.75% | 22,508.7 | ||
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 29,679 | 3,200.0 | -20.40% | 3.190 | -0.72% | 0.040 | +1.86% | +2.17% | 10,038.5 | ||
SCHF | Schwab International Equity ETF | 45,469 | 1,711.0 | -5.84% | 1.700 | -0.09% | 0.010 | +13.75% | +23.46% | 50,258.3 |
Wealthsimple US, Ltd.'s Historical Top Holdings Breakdowns
Wealthsimple US, Ltd. Total Holding History ($B)
Wealthsimple US, Ltd.'s Asset Allocation
Wealthsimple US, Ltd. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
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Wealthsimple US, Ltd.'s Hypothetical Growth since 2021-03-31
Wealthsimple US, Ltd.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Wealthsimple US, Ltd.'s Holdings Heat Map
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Wealthsimple US, Ltd.'s Holdings Bubble Chart
Wealthsimple US, Ltd. News
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