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InvestEd 10 Portfolio | WAAFXMutual Fund | |
INVESTED PORTFOLIOS | |
Last update 2022-07-13 | 2 Stocks (0 new) |
Value $1.00 Mil | Turnover 14 % |
InvestEd 10 Portfolio Top Holdings of 2022-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
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IVV | iShares Core S&P 500 ETF | 1,726 | 783.1 | +9.38% | 72.410 | +6.21% | 0.000 | +7.89% | +28.42% | 581,707.1 | ||
IEFA | iShares Core MSCI EAFE ETF | 4,293 | 298.4 | +35.90% | 27.590 | +7.29% | 0.000 | -3.35% | +6.27% | 121,455.0 |
InvestEd 10 Portfolio's Historical Top Holdings Breakdowns
InvestEd 10 Portfolio Total Holding History ($B)
InvestEd 10 Portfolio's Asset Allocation
InvestEd 10 Portfolio Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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InvestEd 10 Portfolio's Hypothetical Growth since 2022-03-31
InvestEd 10 Portfolio's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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InvestEd 10 Portfolio's Holdings Heat Map
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InvestEd 10 Portfolio's Holdings Bubble Chart
InvestEd 10 Portfolio News
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