LYV
Live Your Vision Portfolio holdings
AUM
$330M
1-Year Return
2.28%
This Quarter Return
+4.24%
1 Year Return
+2.28%
3 Year Return
+17.9%
5 Year Return
+18.71%
10 Year Return
–
AUM
$255M
AUM Growth
+$19.9M
(+8.4%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
3.99%
Top 10 Holdings %
Top 10 Hldgs %
58.61%
Holding
337
New
19
Increased
79
Reduced
38
Closed
16
Top Buys
Top Sells
| 1 |
WisdomTree US SmallCap Dividend Fund
DES
|
$6.06M |
| 2 |
Schwab International Small-Cap Equity ETF
SCHC
|
$2.23M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.5M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$1M |
| 5 |
Apple
AAPL
|
$370K |
Sector Composition
| 1 | Healthcare | 1.97% |
| 2 | Technology | 0.68% |
| 3 | Energy | 0.41% |
| 4 | Materials | 0.33% |
| 5 | Consumer Staples | 0.26% |
