PV
Private Vista Portfolio holdings
AUM
$207M
1-Year Est. Return
1.59%
This Fund
S&P 500
1 Year Est. Return
-1.59%
AUM
$207M
AUM Growth
-$58.1M
(-22%)
Holding
152
Top Buys
| 1 | +$2.84M | |
| 2 | +$1.1M | |
| 3 | +$960K | |
| 4 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$746K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$613K |
Top Sells
| 1 | +$40.7M | |
| 2 | +$25.8M | |
| 3 | +$5.78M | |
| 4 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$4.55M |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$3.19M |
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
Clorox
CLX
$13.1B
| – | – |
-1,559
|
|
||
152
Exelon
EXC
$50.4B
| – | – |
-12,126
|
|