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Advisor Managed Portfolios

VWI
Current price
27.37 USD 0 USD (0.00%)
Company
ISIN -
Category Moderate Allocation
Exchange NYSE ARCA
Capitalization 2 449 944 USD
Yield for 12 month +8.18 %
1Y
3Y
5Y
10Y
15Y
VWI
21.11.2021 - 28.11.2021

Advisor Managed Portfolios, a constituent of the ETF, is listed on the NYSE ARCA. Its market capitalization stands at 2 449 944 USD. Over the past year, it has generated a yield of +8.18 %. The fund's net expense ratio, a critical measure of operational efficiency, is recorded at 0.52 %. A significant allocation in cash assets underscores its liquidity position and risk management strategy. Turning to technical indicators, they offer a granular perspective on the fund's market behavior, historical trends, and potential forward momentum. For an in-depth analysis get premium access.

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Analytics

Total Assets

2 449 944 USD

Net Expense Ratio

0.52 %

Annual Holdings Turnover

Asset HoldingVWI

Cash

Long 23.65%
Short 22.93%
Net Assets 0.72%

The US stocks

Long 41.91%
Short -
Net Assets 41.91%

Stocks ex-US

Long 17.64%
Short -
Net Assets 17.64%

Bonds

Long 37.79%
Short 0%
Net Assets 37.79%

Other

Long 1.94%
Short -
Net Assets 1.94%

Efficiency VWI

1y Volatility 8.28%
Returns YTD 7.18%
3y Volatility 0.00%
Returns 1Y 16.84%
3y ExpReturn 0.00%
Returns 3Y
3y SharpRatio 0.00%
Returns 5Y
Returns 10Y

Dividend Analytics VWI

Dividend growth over 5 years

Continuous growth

Dividend History VWI

1 year
3 years
5 years
10 years
21.11.2021 - 28.11.2021

Technical indicators VWI

For 52 weeks

23.72 USD 27.78 USD
50 Day MA 27.63 USD
200 Day MA 26.97 USD