IWB

Innovative Wealth Building Portfolio holdings

AUM $137M
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$7.24M
3
+$6.84M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$4.55M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.39M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.38%
2 Consumer Discretionary 0.93%
3 Utilities 0.78%
4 Industrials 0.35%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$202K 0.18%
+923
52
$176K 0.16%
+25,440
1 2
3