TW

Traveka Wealth Portfolio holdings

AUM $262M
1-Year Est. Return 21.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$8.68M
2 +$3.71M
3 +$3.69M
4
SYSB
iShares Systematic Bond ETF
SYSB
+$3.24M
5
MBB icon
iShares MBS ETF
MBB
+$2.65M

Top Sells

1 +$2.18M
2 +$799K
3 +$723K
4
IYF icon
iShares US Financials ETF
IYF
+$646K
5
AZN icon
AstraZeneca
AZN
+$565K

Sector Composition

1 Technology 10.66%
2 Communication Services 5.25%
3 Financials 4.78%
4 Healthcare 3.08%
5 Consumer Discretionary 2.67%