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WealthSelf

3.4%
0.6%
0.1%

This motif contains stocks from the Financial sector and the Closed-End Fund - Equity industry. Top weighted stocks include iShares iBoxx $ Invest Grade Corporate Bond ETF, Vanguard REIT Index ETF, and Vanguard FTSE Developed Markets ETF. It follows a goal based on risk (maintain holding during high volatility) and targeted retirement in 2037. See more
3.4%
0.6%
0.1%
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Motif Index 1 YR Return
WealthSelf Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
100% Financial 4.1%
19.3% Vanguard Short-Term Inflation-Protected Securities ETF VTIP 0.9%
19.2% Vanguard FTSE Developed Markets ETF VEA 4.1%
18.0% Vanguard Dividend Appreciation ETF VIG 21.5%
15.2% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
13.0% 8xxxxxxx 8xxx 8xxxx 8xx 8xx 88.8%
9.1% 8xxxxxx 8xxxx 8 8xxxxx 8xxxx 8xxxxxxxx 8 8xx 88.8%
6.2% 8xxxxxx 8xxxxxxx 8xx 8xxxxxxx 8xxxxxx 8x 8xx 88.8%

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