IWB

Innovative Wealth Building Portfolio holdings

AUM $128M
1-Year Est. Return 12.94%
This Quarter Est. Return
1 Year Est. Return
+12.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$2.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.08M
3
+$595K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$348K
5
VUG icon
Vanguard Growth ETF
VUG
+$250K

Top Sells

1
+$357K
2
+$330K
3
+$320K
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$284K
5
TXN icon
Texas Instruments
TXN
+$253K

Sector Composition

1 Technology 1.99%
2 Utilities 0.84%
3 Financials 0.73%
4 Consumer Discretionary 0.51%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-923
52
– –
-4,152
53
– –
-1,525
54
– –
-818
55
– –
-1,351
1 2
3