WT Wealth Management
CIK:0001780507
Investment Adviser
$385M AUM
139 holdings
Scottsdale, AZ, United States
WT Wealth Management offers relationship-based services including investment and asset management, estate planning, and personalized financial solutions.
Investment Strategy
Sophisticated, flexible, and disciplined investment models, personalized to fit client needs.
Top Buys
S
SGOLETFS GOLD TR+$5.5M
U
USFRWISDOMTREE TR+$5.1M
S
SCHFSCHWAB STRATEGIC TR+$4.8M
G
GOOGALPHABET INC+$2.3M
B
BITBBITWISE BITCOIN ETF TR+$2.1M
Top Sells
S
SCHOSCHWAB STRATEGIC TR-$7.6M
H
HEFAISHARES TR-$4.4M
H
HEALGLOBAL X FDS-$2.6M
B
BUFRFIRST TR EXCHNG TRADED FD VI-$2.5M
N
NKENIKE INC-$1.9M
Top Holdings
S
SCHBSCHWAB STRATEGIC TR+9.0%$31.4M
S
SGOLETFS GOLD TR+5.0%$17.3M
J
JAAAJANUS DETROIT STR TR+3.6%$12.6M
N
NVDANVIDIA CORPORATION+3.4%$11.8M
J
JBBBJANUS DETROIT STR TR+3.2%$11.2M
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 9.04% | $31.4M | 1,221,301 | $19.60 | $25.71 | +$800.3K |
S SGOL | ETFS GOLD TR | 4.96% | $17.3M | 468,793 | $23.16 | $36.81 | +$5.5M |
J JAAA | JANUS DETROIT STR TR | 3.63% | $12.6M | 248,403 | $50.66 | $50.78 | -$382.5K |
N NVDA | NVIDIA CORPORATION | 3.40% | $11.8M | 63,389 | $119.22 | $186.58 | +$1.1M |
J JBBB | JANUS DETROIT STR TR | 3.22% | $11.2M | 232,223 | $48.89 | $48.17 | -$190.3K |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+8.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.2%
SEMICONDUCTORS & RELATED DEVICES
+3.7%
ELECTRONIC COMPUTERS
+3.3%
SERVICES-PREPACKAGED SOFTWARE
+3.2%