Instuitional Investor - Entruity Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Entruity Wealth, Llc |
| Portfolio Value | $100,810,640 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 373,577 | $13,172,342 | 13.06% | |
| 2. | Capital Group Core Equity Et | 290,135 | $10,146,018 | 10.06% | |
| 3. | First Tr Exchange-Traded Fd | 121,499 | $5,913,356 | 5.86% | |
| 4. | Capital Grp Fixed Incm Etf T | 224,044 | $5,744,488 | 5.69% | |
| 5. | Capital Group Gbl Growth Eqt | 180,067 | $5,261,570 | 5.21% |
