IWB
Innovative Wealth Building Portfolio holdings
AUM
$121M
1 Year Est. Return
–
AUM
$109M
AUM Growth
-$2.03M
(-1.8%)
Holding
55
Top Buys
| 1 | +$2.13M | |
| 2 | +$1.08M | |
| 3 | +$595K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$348K |
| 5 |
Vanguard Growth ETF
VUG
|
+$250K |
Top Sells
| 1 | +$357K | |
| 2 | +$330K | |
| 3 | +$320K | |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$284K |
| 5 |
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
Amazon
AMZN
$2.46T
| – | – |
-923
|
|
||
52
iShares US Healthcare ETF
IYH
$2.91B
| – | – |
-4,152
|
|
||
53
Johnson & Johnson
JNJ
$450B
| – | – |
-1,525
|
|
||
54
Tesla
TSLA
$1.53T
| – | – |
-818
|
|
||
|
55
Texas Instruments
TXN
$146B
| – | – |
-1,351
|
|