Wealth Management Resources, Inc.

CIK Number: 0001063516

275.55M
Market Value
31
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Main Sectors:
Top Industries:
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SPHQ Invesco S&P 500...
69.88
-0.84% 502.36K +132.61% 33.67M 61.37 12.43%
2 FBND Fidelity Total ...
45.37
+0.31% 609.48K +35.86% 27.35M 46.89 10.09%
3 IEF iShares 7-10 Ye...
94.47
+0.48% 287.5K -4.38% 26.58M 94.91 9.81%
4 SPYG SPDR Portfolio ...
91.36
-0.84% 298.24K +28.97% 26.22M 73.45 9.67%
5 SCHD Schwab U.S. Div...
26.70
-0.8% 865.39K +182.44% 23.64M 26.17 8.72%
6 IHDG WisdomTree Inte...
45.18
-0.64% 359.39K +29.92% 15.62M 43.87 5.76%
7 ISTB iShares Core 1-...
48.30
+0.07% 296.48K +43.94% 14.16M 47.59 5.23%
8 SCHF Schwab Internat...
21.61
-1.35% 749.89K +402.56% 13.87M 18.48 5.12%
9 USMV iShares MSCI US...
92.09
-0.69% 137.21K -26.34% 12.18M 78.94 4.50%
10 SMMV iShares MSCI US...
41.59
-0.38% 283.35K -15.53% 11.75M 37.35 4.33%
11 XSOE WisdomTree Emer...
33.40
-1.24% 299.86K +222.19% 9.14M 30.28 3.37%
12 SPMD SPDR Portfolio ...
52.98
-0.89% 166.02K +169.25% 9.08M 51.99 3.35%
13 SCHH Schwab U.S. REI...
21.23
-0.31% 363.8K -6.24% 7.66M 24.16 2.83%
14 MUB iShares Nationa...
104.08
+0.11% 59.3K -7.52% 6.32M 105.89 2.33%
15 SPLG SPDR Portfolio ...
70.28
-0.87% 84.5K +100.00% 5.83M 68.94 2.15%
16 VTV Vanguard Value ...
172.71
-0.87% 23.17K +205.55% 3.92M 163.2 1.45%
17 DGRW WisdomTree U.S....
81.78
-0.76% 46.36K -71.99% 3.75M 63.58 1.38%
18 SPSM SPDR Portfolio ...
41.43
-1.11% 77.7K +169.61% 3.49M 44.35 1.29%
19 PDBC Invesco Optimum...
13.80
+1.96% 195.8K -45.51% 2.54M 14.91 0.94%
20 SPGP Invesco S&P 500...
104.53
-0.49% 23.71K -79.82% 2.49M 94.34 0.92%
21 HYMB SPDR Nuveen Blo...
24.68
+0.18% 89.17K +31.15% 2.28M 25.25 0.84%
22 VOO Vanguard 500 In...
549.20
-0.88% 4.12K +9.02% 2.22M 465.06 0.82%
23 SPYV SPDR Portfolio ...
51.12
-0.88% 28.7K +0.02% 1.47M 45.35 0.54%
24 FLOT iShares Floatin...
50.91
+0.02% 23.98K +100.00% 1.22M 50.88 0.45%
25 VHT Vanguard Health...
245.73
-1.56% 4.43K -81.02% 1.12M 250.7 0.41%
26 IFRA iShares U.S. In...
47.82
-0.58% 20.2K -88.24% 935.06K 40.27 0.34%
27 VTEB Vanguard Tax-Ex...
48.85
+0.09% 17.22K +68.51% 863.09K 50.25 0.32%
28 CWB SPDR Bloomberg ...
80.43
-0.56% 9.4K -63.44% 731.9K 71.6 0.27%
29 SHM SPDR Nuveen Blo...
47.67
+0.09% 8.55K -0.21% 405.07K 47.61 0.15%
30 SCHP Schwab U.S. TIP...
26.42
+0.49% 10.56K +0.06% 272.67K 26.59 0.10%
31 UCON First Trust TCW...
24.76
+0.18% 8.55K +100.00% 210.9K 24.65 0.08%