| As of December 31st, 2022 | Ticker | Dividend Yield | 1-Year Return | 3-Year Avg. Annual Return | Expense Ratio | Max Draw down | Fact Sheet |
|---|---|---|---|---|---|---|---|
| WisdomTree U.S. Efficient Core ETF | NTSX | 1.4% | -27.3% | 3.6% | 0.20% | -28.3% | More Info |
Vanguard Dividend Appreciation ETF | VIG | 2.0% | -10.5% | 8.4% | 0.06% | -46.8% | More Info |
| BlueRock Total Income + Real Estate Fund | TIPRX | 5.5% | 10.5% | 10.9% | 2.06% | -5.5% | More Info |
| Direxion Broad Commodity Strategy ETF | COM | 0.0% | 9.5% | 14.1% | 0.72% | -16.0% | More Info |
| iShares USA Quality Factor ETF | QUAL | 1.6% | -21.7% | 5.2% | 0.15% | -34.1% | More Info |
| Vanguard Total World Stock ETF | VT | 2.2% | -19.2% | 3.7% | 0.07% | -50.3% | More Info |
| WisdomTree Efficient Gold + Equity ETF | GDE | 0% | -18.7% | NA | 0.20% | -32.0% | More Info |
| The Private Shares Fund | PRIVX | 0% | 1.3% | 16.1% | 2.53% | -7.5% | More Info |
| Innovator Defined Wealth Shield ETF | BALT | 0% | 2.4% | NA | 0.69% | -2.2% | More Info |
| AlphaCentric Premium Opportunity Fund | HMXAX | 0% | -11.6% | 6.7% | 2.43% | -16.9% | More Info |
