Holdings Channel
Size ($ in 1000's)
At 03/31/2021: $216,323
At 12/31/2020: $183,369

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

WT Wealth Management Top Holdings
As of  03/31/2021

   EntityAmountChange
 12/31/2020 to 03/31/2021
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 225,110 +5,353 $21,770
     SCHB225,110+5,353$21,770
ISHARES TR (USIG) 232,851 +165,314 $13,748
     USIG232,851+165,314$13,748
SCHWAB STRATEGIC TR 244,351 -15,928 $9,192
     SCHF244,351-15,928$9,192
ISHARES TR (ICSH) 168,651 +32,007 $8,520
     ICSH168,651+32,007$8,520
SPDR SER TR (SJNK) 197,353 +15,249 $5,394
     SJNK197,353+15,249$5,394
SCHWAB STRATEGIC TR 93,590 +57,631 $5,279
     SCHR93,590+57,631$5,279
VANGUARD SCOTTSDALE FDS (VCSH) 55,190 +28,349 $4,553
     VCSH55,190+28,349$4,553
AMAZON COM INC 1,463 +245 $4,527
     AMZN1,463+245$4,527
APPLE INC 35,001 +4,047 $4,275
     AAPL35,001+4,047$4,275
INNOVATOR ETFS TR II (EPRF) 175,644 +138,038 $4,256
     EPRF175,644+138,038$4,256
ISHARES TR (USMV) 55,396 -3,789 $3,833
     USMV55,396-3,789$3,833
FIRST TR EXCHANGE TRADED FD (FTSM) 60,545 +25,908 $3,632
     FTSM60,545+25,908$3,632
FIRST TR EXCHANGE TRADED FD (LMBS) 70,200 +29,989 $3,584
     LMBS70,200+29,989$3,584
PACER FDS TR 123,379 +81,324 $3,365
     PTBD123,379+81,324$3,365
VANGUARD SCOTTSDALE FDS (VCIT) 36,103 +16,646 $3,359
     VCIT36,103+16,646$3,359
ALPHABET INC 1,607 +42 $3,325
     GOOG1,607+42$3,325
MICROSOFT CORP 13,783 +1,651 $3,250
     MSFT13,783+1,651$3,250
SELECT SECTOR SPDR TR (XLV) 26,779 +4,382 $3,126
     XLV26,779+4,382$3,126
SCHWAB STRATEGIC TR 72,655 +10,869 $2,985
     SCHH72,655+10,869$2,985
SPDR GOLD TR (GLD) 17,308 +4,110 $2,769
     GLD17,308+4,110$2,769
FACEBOOK INC 8,570 +1,032 $2,524
     FB8,570+1,032$2,524
INVESCO EXCH TRADED FD TR II (SPLV) 40,204 -5,293 $2,338
     SPLV40,204-5,293$2,338
FIRST TR EXCHANGE TRADED FD (TDIV) 41,844 -5,474 $2,259
     TDIV41,844-5,474$2,259
SPDR SER TR (XAR) 17,565 +430 $2,206
     XAR17,565+430$2,206
MASTERCARD INCORPORATED 6,187 +693 $2,203
     MA6,187+693$2,203
PROLOGIS INC. 20,421 +8,385 $2,165
     PLD20,421+8,385$2,165
VISA INC 10,071 +1,110 $2,132
     V10,071+1,110$2,132
VANECK VECTORS ETF TR (SMH) 8,267 -789 $2,014
     SMH8,267-789$2,014
FLEXSHARES TR (QLV) 41,140 -6,124 $1,925
     QLV41,140-6,124$1,925
SCHWAB STRATEGIC TR 59,897 -32,559 $1,904
     SCHE59,897-32,559$1,904
ADOBE SYSTEMS INCORPORATED 3,878 +210 $1,843
     ADBE3,878+210$1,843
FIRST TR EXCHANGE TRADED FD (FDN) 7,958 +3,483 $1,736
     FDN7,958+3,483$1,736
PACER FDS TR 47,898 +14,960 $1,734
     SRVR47,898+14,960$1,734
DISNEY WALT CO 9,373 -615 $1,729
     DIS9,373-615$1,729
HOME DEPOT INC 5,484 +320 $1,674
     HD5,484+320$1,674
FEDEX CORP 5,836 +220 $1,659
     FDX5,836+220$1,659
WALMART INC 12,104 +838 $1,647
     WMT12,104+838$1,647
JPMORGAN CHASE & CO 10,699 +8,419 $1,629
     JPM10,699+8,419$1,629
TARGET CORP 8,162 -299 $1,617
     TGT8,162-299$1,617
VERIZON COMMUNICATIONS INC 27,778 +3,392 $1,615
     VZ27,778+3,392$1,615
COSTCO WHSL CORP NEW 4,506 +314 $1,588
     COST4,506+314$1,588
NIKE INC 11,172 +768 $1,486
     NKE11,172+768$1,486
PAYPAL HLDGS INC 6,041 -535 $1,467
     PYPL6,041-535$1,467
GLOBAL X FDS 58,039 +58,039 $1,454
     PAVE58,039+58,039$1,454
ISHARES TR (SHY) 16,709 -2,165 $1,441
     SHY16,709-2,165$1,441
ROKU INC 4,348 -945 $1,417
     ROKU4,348-945$1,417
UNITED PARCEL SERVICE INC 8,240 +549 $1,401
     UPS8,240+549$1,401
WISDOMTREE TR 34,391 +34,391 $1,399
     XSOE34,391+34,391$1,399
NETFLIX INC 2,612 +251 $1,363
     NFLX2,612+251$1,363
INTUIT 3,444 -573 $1,319
     INTU3,444-573$1,319

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

See Details: Top 10 Stocks Held By WT Wealth Management

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