WVUFI

West Virginia University Foundation, Inc Portfolio holdings

AUM $528M
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$528M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$86.3M
2 +$51.5M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$864B
$284M 53.71%
452,174
+82,896
VTI icon
2
Vanguard Total Stock Market ETF
VTI
$588B
$244M 46.29%
728,924
+259,323