HA
Harborview Advisors Portfolio holdings
AUM
$179M
1-Year Est. Return
23.7%
1 Year Est. Return
+23.7%
AUM
$179M
AUM Growth
+$13.2M
(+8%)
Holding
105
Top Buys
| 1 | +$1.47M | |
| 2 | +$1.31M | |
| 3 | +$961K | |
| 4 |
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
|
+$757K |
| 5 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
+$436K |
Top Sells
| 1 | +$455K | |
| 2 | +$425K | |
| 3 | +$378K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$320K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$224K |
Sector Composition
| 1 | Technology | 1.7% |
| 2 | Healthcare | 1.19% |
| 3 | Communication Services | 0.49% |
| 4 | Consumer Discretionary | 0.41% |
| 5 | Financials | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| $205K | 0.11% |
+3,772
|
|
||
102
BlackRock Enhanced International Dividend Trust
BGY
$517M
| $151K | 0.08% |
23,080
-4,782
|
|
||
103
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.58B
| – | – |
-14,917
|
|
||
104
BlackRock Credit Allocation Income Trust
BTZ
$1.03B
| – | – |
-11,177
|
|
||
|
105
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
| – | – |
-4,965
|
|