Apple, Inc AAPL
S&P 500 ETF Trust SPDR SPY
Alphabet Inc. - Class A Shares GOOGL
Microsoft Corporation MSFT
Meta Platforms Inc META
Netflix, Inc. NFLX
Amazon.com Inc. AMZN
Spotify Technology SA SPOT

WisdomTree 90/60 US Balanced, ETF

NTSX

PCQ

$46.36

+$0.05

(0.11%)

Provider: WisdomTree Category: Aggressive Allocation

Overview Returns Holdings Sector Breakdown FAQs

Price Chart

Key Metrics

Expense Ratio info-icon

The expense ratio is how much you pay a mutual fund or ETF per year, expressed as a percent of your investments. It is a measure of the fund's operating costs relative to assets.

0.2%

Volume

This is the total number of shares traded during the most recent trading day.

48.16K

Avg Volume info-icon

This is the average number of shares traded during the most recent 30 days.

Dividend Yield info-icon

This ratio shows how much income you earn in dividend payouts per year for every dollar invested in the stock (or the stock’s annual dividend payment expressed as a percentage of its current price).

1.11%

Beta

This measures the expected move in a stock’s price relative to movements in the overall market. The market, such as the S&P 500 Index, has a beta of 1.0. If a stock has a Beta greater (or lower) than 1.0, it suggests that the stock is more (or less) volatile than the broader market.

1.42

52-week Range
This shows the range of the stock’s price between the 52-week high (the highest price of the stock for the past 52 weeks) and the 52-week low (the lowest price of the stock for the past 52 weeks).

$39.35 L

$49.18 H

$46.36

About WisdomTree 90/60 US Balanced, ETF

The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified. more

Provider: WisdomTreeCategory: Aggressive Allocation

Returns

Time Frame	NTSX	S&P500
1-Week Return	-3.48%	-3.6%
1-Month Return	-3.98%	-4.62%
3-Month Return	-5.21%	-5.26%
6-Month Return	2.89%	4.87%
1-Year Return	9.83%	11.29%
3-Year Return	19.33%	36.58%
5-Year Return	70.44%	108.9%
10-Year Return	84.7%	175.57%

Time Frame	NTSX	S&P500
1-Week Return	-84.23%	-85.22%
1-Month Return	-38.99%	-43.76%
3-Month Return	-19.51%	-19.68%
6-Month Return	5.95%	10.12%
1-Year Return	9.83%	11.29%
3-Year Return	6.07%	10.95%
5-Year Return	11.25%	15.87%
10-Year Return	6.33%	10.67%

Largest Holdings

Stock name	Ticker	Weight
Apple Inc	AAPL	6.77%
Microsoft Corporation	MSFT	5.7%
NVIDIA Corporation	NVDA	5.67%
Alphabet Inc Class A	GOOGL	4.14%
Amazon.com Inc	AMZN	4.1%
Meta Platforms Inc.	META	3.24%
Berkshire Hathaway Inc	BRK.B	2.04%
Eli Lilly and Company	LLY	1.7%
Tesla Inc	TSLA	1.68%
Broadcom Inc	AVGO	1.68%