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

$48.41

+$0.54

(1.13%)

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.

56.76K

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).

1.14%

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.

1.44

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

$48.41

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	0.64%	-0.58%
1-Month Return	2.76%	1.89%
3-Month Return	3.88%	3.24%
6-Month Return	9.65%	10.09%
1-Year Return	19.71%	22.09%
3-Year Return	19.21%	35.68%
5-Year Return	59.03%	83.47%
10-Year Return	92.87%	200.41%

Time Frame	NTSX	S&P500
1-Week Return	39.47%	-26.16%
1-Month Return	39.27%	25.58%
3-Month Return	16.69%	13.80%
6-Month Return	20.54%	21.52%
1-Year Return	19.71%	22.09%
3-Year Return	6.03%	10.71%
5-Year Return	9.72%	12.90%
10-Year Return	6.79%	11.63%

Largest Holdings

Stock name	Ticker	Weight
NVIDIA Corporation	NVDA	6.71%
Apple Inc	AAPL	6.23%
Microsoft Corporation	MSFT	6.15%
Alphabet Inc Class A	GOOGL	4.66%
Amazon.com Inc	AMZN	4.5%
Meta Platforms Inc.	META	3.11%
Tesla Inc	TSLA	2.38%
Broadcom Inc	AVGO	2.09%
Berkshire Hathaway Inc	BRK.B	1.84%
Eli Lilly and Company	LLY	1.4%