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
Fiserv
FI
$35.9B
| – | – |
-1,038
|
|
||
152
Elevance Health
ELV
$70.5B
| – | – |
-497
|
|
||
153
Amgen
AMGN
$161B
| – | – |
-735
|
|
||
154
BP
BP
$89.9B
| – | – |
-6,952
|
|
||
155
Chipotle Mexican Grill
CMG
$41.9B
| – | – |
-7,075
|
|
||
156
CRH
CRH
$79.8B
| – | – |
-2,364
|
|
||
157
Danaher
DHR
$152B
| – | – |
-992
|
|