WI

WRAPMANAGER INC

13F
WRAPMANAGER INC
Last update 2025-05-08 211 Stocks (14 new)
Value $380.00 Mil Turnover 7 %
Countries:
Top Holdings: AGG(6.24%)SPIB(5.64%)SPDW(3.74%)SPYG(3.45%)SPEM(3.43%)
Summary Stock Picks Current Portfolio
WRAPMANAGER INC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
240,056
23,746.3
+15.96%
6.240
+0.86%
0.020
+0.45%
+3.59%
128,635.5
 
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
645,737
21,464.3
+11.68%
5.640
+0.59%
0.230
+1.52%
+3.93%
10,105.6
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
391,123
14,240.8
+5.46%
3.740
+0.19%
0.060
+12.55%
+20.47%
27,054.6
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
163,084
13,107.1
+0.46%
3.450
+0.02%
0.040
+17.47%
+8.34%
37,644.9
 
SPEM
SPDR Portfolio Emerging Markets ETF
331,756
13,061.2
+54.63%
3.430
+1.21%
0.120
+9.82%
+13.14%
12,296.3
 
AAPL
Apple Inc
54,919
12,199.4
+0.95%
3.210
+0.03%
0.000
-6.31%
-16.40%
3,119,190.4
Hardware
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
385,545
11,604.9
+8.04%
3.050
+0.23%
0.150
+0.94%
+2.60%
8,287.0
 
MSFT
Microsoft Corp
29,029
10,897.5
-0.05%
2.860
0%
0.000
+30.21%
+18.30%
3,692,041.8
Software
SPYV
SPDR Portfolio S&P 500 Value ETF
209,210
10,684.4
+0.31%
2.810
+0.01%
0.040
+3.37%
+3.55%
26,804.1
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
194,255
9,942.0
+2.63%
2.610
+0.07%
0.080
+6.15%
+0.23%
13,171.1
 

WRAPMANAGER INC's Historical Top Holdings Breakdowns

WRAPMANAGER INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPEM
SPDR Portfolio Emerging Markets ETF
2025-03-31
Add
Add
+1.21%
●
37.07 ($39.22) 40.63
$42.86
9.28%
Add 54.63%
331,756
117,205
SCHZ
Schwab US Aggregate Bond ETF
2025-03-31
Sold Out
Sold Out
-1.21%
●
22.46 ($22.91) 23.26
$23.12
0.92%
Sold Out
0
-207,575
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.86%
●
95.85 ($97.76) 99.25
$98.76
1.02%
Add 15.96%
240,056
33,034
ESGE
iShares MSCI EM ESG Select ETF
2025-03-31
Reduce
Reduce
-0.85%
●
32.74 ($34.82) 36.2
$39.28
12.81%
Reduce -90.17%
10,806
-99,116
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
2025-03-31
Add
Add
+0.59%
●
32.5 ($32.96) 33.3
$33.41
1.38%
Add 11.68%
645,737
67,537
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.33%
●
225.19 ($254.94) 279.95
$290.79
14.06%
Reduce -27.09%
14,302
-5,313
IEI
iShares 3-7 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.31%
●
114.57 ($116.45) 118.14
$118.50
1.76%
Add 17.16%
69,013
10,109
RTX
RTX Corp
2025-03-31
Add
Add
+0.30%
●
114.1 ($126.79) 135.66
$145.03
14.39%
Add 350.57%
11,129
8,659
NEE
NextEra Energy Inc
2025-03-31
New Buy
New Buy
+0.23%
●
66.96 ($70.58) 76.16
$69.19
-1.96%
New holding
12,370
12,370
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
2025-03-31
Add
Add
+0.23%
●
29.82 ($29.96) 30.1
$30.06
0.34%
Add 8.04%
385,545
28,694

WRAPMANAGER INC Total Holding History ($B)

To

WRAPMANAGER INC's Asset Allocation

To

WRAPMANAGER INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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WRAPMANAGER INC's Hypothetical Growth since 2025-03-31

WRAPMANAGER INC's Yearly Returns

Year Portfolio % % Excess Gain %

WRAPMANAGER INC's Holdings Heat Map

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WRAPMANAGER INC's Holdings Bubble Chart

WRAPMANAGER INC News

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