Overall Portfolio Composition (%)
Stocks99.77%
Bonds0.00%
Sector Weightings (%)
Sector(s)IWV
Basic Materials2.44%
Consumer Cyclical12.23%
Financial Services13.13%
Real Estate3.42%
Consumer Defensive6.33%
Healthcare13.98%
Utilities2.65%
Communication Services10.16%
Energy2.16%
Industrials9.29%
Technology24.22%
Equity Holdings
AverageIWV
Price/Earnings27.92
Price/Book3.78
Price/Sales2.53
Price/Cashflow15.91
Median Market CapN/A
3 Year Earnings GrowthN/A
Bond Ratings
Sector(s)IWV
US Government0.00%
AAA0.00%
AA0.00%
A0.00%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Others0.00%
Top 10 Holdings (22.71% of Total Assets)
Get Quotes for Top Holdings| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 5.62% |
| Microsoft Corp | MSFT | 4.37% |
| Amazon.com Inc | AMZN | 3.63% |
| Facebook Inc A | FB | 1.72% |
| Tesla Inc | TSLA | 1.40% |
| Alphabet Inc A | GOOGL | 1.38% |
| Alphabet Inc Class C | GOOG | 1.34% |
| Berkshire Hathaway Inc Class B | BRK.B | 1.15% |
| Johnson & Johnson | JNJ | 1.09% |
| JPMorgan Chase & Co | JPM | 1.01% |
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