PV
Private Vista Portfolio holdings
AUM
$207M
1-Year Est. Return
1.59%
1 Year Est. Return
-1.59%
AUM
$207M
AUM Growth
-$58.1M
(-22%)
Holding
152
Top Buys
| 1 | +$2.9M | |
| 2 | +$1.17M | |
| 3 | +$1.05M | |
| 4 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$809K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$656K |
Top Sells
| 1 | +$42.9M | |
| 2 | +$5.82M | |
| 3 | +$4.69M | |
| 4 |
State Street SPDR S&P Dividend ETF
SDY
|
+$3.31M |
| 5 |
WisdomTree True Developed International Fund
DOL
|
+$2.83M |
Sector Composition
| 1 | Consumer Discretionary | 7.98% |
| 2 | Technology | 4.98% |
| 3 | Financials | 4.16% |
| 4 | Healthcare | 2.1% |
| 5 | Industrials | 1.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Thermo Fisher Scientific
TMO
$211B
| – | – |
-1,348
|
|
||
152
Vanguard Dividend Appreciation ETF
VIG
$101B
| – | – |
-5,026
|
|