Asset Manager
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Index Venture Associates VI Ltd
Market Value
$3.6B
-26.0%
Holdings
4
+1
New Purchases
1
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
25.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| WLTH | 3.58% | 0.00% | +3.58% | $129M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 1 | $1.3B | 36.4% |
| Mid Cap | 1 | $2.2B | 60.0% |
| Small Cap | 2 | $129M | 3.6% |
Portfolio Analytics
Avg Market Cap
$22.0B
Median Market Cap
$5.7B
Avg P/E
39.7
Median P/E
39.7
Avg Dividend Yield
—%
Avg Beta
1.54
# Stocks
4
# ETFs / Funds
0
Top Holdings (4 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| WLTH | $129M | 3.58% |