IWB

Innovative Wealth Building Portfolio holdings

AUM $121M
This Quarter Est. Return
1 Year Est. Return
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 +$34.1M
2 +$7.2M
3 +$6.8M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$4.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$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