TW
Traveka Wealth Portfolio holdings
AUM
$224M
1-Year Est. Return
18.19%
1 Year Est. Return
+18.19%
AUM
$224M
AUM Growth
+$35.2M
(+19%)
Holding
177
Top Buys
| 1 | +$7.69M | |
| 2 | +$3.24M | |
| 3 | +$2.14M | |
| 4 |
iShares Investment Grade Systematic Bond ETF
IGEB
|
+$1.25M |
| 5 |
iShares MBS ETF
MBB
|
+$1.15M |
Top Sells
| 1 | +$1.26M | |
| 2 | +$1.02M | |
| 3 | +$827K | |
| 4 |
Vanguard Value ETF
VTV
|
+$774K |
| 5 |
iShares California Muni Bond ETF
CMF
|
+$686K |
Sector Composition
| 1 | Technology | 14.32% |
| 2 | Communication Services | 6.55% |
| 3 | Financials | 5.58% |
| 4 | Consumer Staples | 3.85% |
| 5 | Consumer Discretionary | 3.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Progressive
PGR
$121B
| – | – |
-829
|
|
||
177
ICICI Bank
IBN
$108B
| – | – |
-7,882
|
|