LYV
Live Your Vision Portfolio holdings
AUM
$330M
This Quarter Return
-1.4%
1 Year Return
+2.28%
3 Year Return
+17.9%
5 Year Return
+18.71%
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+2.4%)
Cap. Flow
+$7.29M
Cap. Flow
% of AUM
3.38%
Top 10 Holdings %
Top 10 Hldgs %
56.38%
Holding
68
New
8
Increased
31
Reduced
18
Closed
2
Top Buys
Top Sells
| 1 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$12.7M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.51M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$645K |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$608K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$416K |
Sector Composition
| 1 | Healthcare | 1.92% |
| 2 | Financials | 0.45% |
| 3 | Energy | 0.36% |
| 4 | Consumer Staples | 0.14% |
| 5 | Communication Services | 0.14% |
