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IWB
Innovative Wealth Building Portfolio holdings
AUM
$142M
1-Year Est. Return
14.4%
This Fund
S&P 500
1 Year Est. Return
+14.4%
AUM
$137M
AUM Growth
+$8.87M
(+6.9%)
Holding
62
Top Buys
| 1 | +$4.97M | |
| 2 | +$517K | |
| 3 | +$390K | |
| 4 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$303K |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$299K |
Top Sells
| 1 | +$431K | |
| 2 | +$290K | |
| 3 | +$229K | |
| 4 |
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
+$199K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$196K |
Sector Composition
| 1 | Technology | 2.29% |
| 2 | Consumer Discretionary | 1.27% |
| 3 | Financials | 1.09% |
| 4 | Utilities | 0.7% |
| 5 | Industrials | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard High Dividend Yield ETF
VYM
$78.7B
| $297K | 0.22% |
2,067
+6
|
|
||
52
Johnson & Johnson
JNJ
$592B
| $289K | 0.21% |
+1,399
|
|
||
53
Bank of America
BAC
$413B
| $261K | 0.19% |
4,749
+251
|
|
||
54
Vanguard S&P 500 Growth ETF
VOOG
$25.2B
| $249K | 0.18% |
3,360
-1,188
|
|
||
55
Northrop Grumman
NOC
$71.2B
| $245K | 0.18% |
429
-20
|
|
||
56
Schwab US Dividend Equity ETF
SCHD
$100B
| $237K | 0.17% |
8,623
-451
|
|
||
57
Home Depot
HD
$341B
| $236K | 0.17% |
+685
|
|
||
58
Vanguard Value ETF
VTV
$186B
| $235K | 0.17% |
1,232
-113
|
|
||
59
Caterpillar
CAT
$482B
| $229K | 0.17% |
+400
|
|
||
60
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45B
| $226K | 0.17% |
4,500
+48
|
|
||
61
PNC Financial Services
PNC
$98.6B
| $209K | 0.15% |
1,000
|
|
||
62
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35B
| – | – |
-4,136
|
|