Wealth CMT
CIK
1802660
Location
CHERRY HILL, NJ
Portfolio Value
Micro
$48,895
Diversification
Highly concentrated
Filing Date
Mar 31, 2023
Global Rank
#6,853
/ 6,871
3Y Alpha vs SPY
-4.3%
Period ended 3 years ago
Filed Apr 17, 2023 · 3y
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+58.1%
SPY
+76.3%
Annualised alpha
-4.3%
Max drawdown
−16.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Mar 31, 2023Top Position
100.0%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
10,000
Highly concentrated
Sector Breakdown
As of Mar 31, 2023| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $48,895 |
1 positions ·
$48,895 total
· as of Mar 31, 2023
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
First | 147 | $48,895 | 100.00% |