HoldingsChannel.com
Wealth CMT Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IWB) 294,449 -15,103 $41,673
     IWB294,449-15,103$41,673
ISHARES TR (MUB) 126,454 +126,454 $14,291
     MUB126,454+126,454$14,291
VANGUARD INTL EQUITY INDEX F (VEU) 203,132 +203,132 $8,333
     VEU203,132+203,132$8,333
SPDR INDEX SHS FDS (CWI) 357,521 -229,331 $7,050
     CWI357,521-229,331$7,050
ISHARES TR (IWV) 44,759 +7,448 $6,639
     IWV44,759+7,448$6,639
VANGUARD SCOTTSDALE FDS (VONE) 42,426 +42,426 $4,974
     VONE42,426+42,426$4,974
SCHWAB STRATEGIC TR 72,479 -26,460 $4,380
     SCHB72,479-26,460$4,380
ISHARES TR (IWM) 32,980 -1,259 $3,775
     IWM32,980-1,259$3,775
ISHARES TR (IWS) 58,346 -1,711 $3,739
     IWS58,346-1,711$3,739
ISHARES TR (USMV) 46,576 +10,401 $2,516
     USMV46,576+10,401$2,516
ISHARES TR (ACWX) 57,340 -71,238 $2,159
     ACWX57,340-71,238$2,159
VANGUARD INDEX FDS (VTI) 16,499 +13,193 $2,127
     VTI16,499+13,193$2,127
ISHARES TR (HYG) 26,029 +18,476 $2,006
     HYG26,029+18,476$2,006
ISHARES TR (IWR) 22,952 +19,304 $991
     IWR22,952+19,304$991
VANGUARD SCOTTSDALE FDS (VTWO) 8,822 +8,822 $813
     VTWO8,822+8,822$813
SCHWAB STRATEGIC TR 15,133 +18 $783
     SCHO15,133+18$783
INVESCO EXCHANGE TRADED FD T (SPLV) 14,394 -3,829 $675
     SPLV14,394-3,829$675
SCHWAB STRATEGIC TR 7,149 -33,869 $438
     SCHX7,149-33,869$438

See Full List: All Stocks Held By Wealth CMT
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wealth CMT

Size ($ in 1000's)
At 03/31/2020: $107,790
At 12/31/2019: $112,418

Wealth CMT holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealth CMT 13F filings. Link to 13F filings: SEC filings

Wealth CMT Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.