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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1017 | 1199 | 1043 | 1279 | 1615 |
Fund Return | 8.19% | 1.74% | 19.85% | 1.42% | 5.04% | 4.91% |
Place in category | 117 | 99 | 91 | 169 | 131 | 74 |
% in Category | 26 | 18 | 19 | 37 | 31 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Westwood SmallCap Value Institution | 495.36M | 4.20 | 3.17 | 7.71 | ||
Westwood LargeCap Value Institution | 226.65M | 12.52 | 8.16 | 9.48 | ||
Westwood SMidCap Institutional | 81.18M | 11.78 | 7.46 | 7.99 | ||
Westwood Income Opportunity A | 44.88M | 9.78 | 2.36 | 4.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.85B | 6.74 | 1.69 | 5.46 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.3B | 7.28 | 1.03 | 4.88 | ||
Vanguard Tax-Managed Balanced Adm | 10.1B | 10.11 | 4.20 | 7.44 | ||
Vanguard Wellesley Income Inv | 8.75B | 6.68 | 1.61 | 5.39 | ||
BlackRock Multi-Asset Income Instl | 6.03B | 7.59 | 2.14 | 4.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 4.625% | - | 2.21 | - | - | |
Microsoft | US5949181045 | 2.16 | 427.99 | +2.20% | |
JPMorgan | US46625H1005 | 2.13 | 249.97 | -0.13% | |
Energy Transfer | US29273V1008 | 1.80 | 19.20 | +1.21% | |
Walmart | US9311421039 | 1.80 | 91.31 | +2.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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