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WealthSelf

4.2%
1.3%
0.9%

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
4.2%
1.3%
0.9%
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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 3.2%
20.2% Vanguard Short-Term Inflation-Protected Securities ETF VTIP 0.4%
17.9% Vanguard FTSE Developed Markets ETF VEA 10.7%
17.5% Vanguard Dividend Appreciation ETF VIG 4.7%
15.1% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
13.4% 8xxxxxxx 8xxx 8xxxx 8xx 8xx 88.8%
9.6% 8xxxxxx 8xxxx 8 8xxxxx 8xxxx 8xxxxxxxx 8 8xx 88.8%
6.5% 8xxxxxx 8xxxxxxx 8xx 8xxxxxxx 8xxxxxx 8x 8xx 88.8%

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