TW
Traveka Wealth Portfolio holdings
AUM
$224M
1-Year Est. Return
18.19%
1 Year Est. Return
+18.19%
AUM
$189M
AUM Growth
+$10.4M
(+5.8%)
Holding
157
Top Buys
| 1 | +$3.55M | |
| 2 | +$1.4M | |
| 3 | +$562K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$517K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$414K |
Top Sells
| 1 | +$2.46M | |
| 2 | +$965K | |
| 3 | +$720K | |
| 4 |
Microsoft
MSFT
|
+$620K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$616K |
Sector Composition
| 1 | Technology | 14.27% |
| 2 | Communication Services | 6.78% |
| 3 | Financials | 6.16% |
| 4 | Consumer Staples | 4.71% |
| 5 | Healthcare | 3.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
NextEra Energy
NEE
$166B
| – | – |
-3,966
|
|
||
152
O'Reilly Automotive
ORLY
$76.8B
| – | – |
-2,115
|
|
||
153
PepsiCo
PEP
$203B
| – | – |
-1,868
|
|
||
154
Starbucks
SBUX
$100B
| – | – |
-2,793
|
|
||
155
Schwab US Broad Market ETF
SCHB
$38B
| – | – |
-44,808
|
|
||
156
Thermo Fisher Scientific
TMO
$213B
| – | – |
-619
|
|
||
157
Vertex Pharmaceuticals
VRTX
$116B
| – | – |
-422
|
|