A
AdvicePeriod Portfolio holdings
AUM
$1.54B
1-Year Est. Return
29.32%
1 Year Est. Return
+29.32%
AUM
$1.41B
AUM Growth
+$106M
(+8.1%)
Holding
82
Top Buys
| 1 | +$15.8M | |
| 2 | +$11.6M | |
| 3 | +$9.12M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$6.89M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$6.76M |
Top Sells
| 1 | +$2.74M | |
| 2 | +$2.58M | |
| 3 | +$2.33M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$2.32M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$1.87M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Information Technology ETF
VGT
$112B
| $374K | 0.03% |
1,043
+10
|
|
||
77
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
| $366K | 0.03% |
+3,242
|
|
||
78
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.37B
| $363K | 0.03% |
4,629
+506
|
|
||
79
iShares Global Tech ETF
IXN
$6.54B
| $294K | 0.02% |
5,730
+522
|
|
||
80
iShares Government/Credit Bond ETF
GBF
$138M
| $282K | 0.02% |
2,352
-669
|
|
||
81
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.12B
| $269K | 0.02% |
9,706
-1,780
|
|
||
82
iShares Micro-Cap ETF
IWC
$1.05B
| $219K | 0.02% |
+1,490
|
|