Asset Manager
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West Virginia University Foundation, Inc
Market Value
$1.0B
+92.8%
Holdings
6
+4
New Purchases
4
Added To
2
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
66.7%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 3 | $917M | 90.1% |
| Large Cap | 3 | $101M | 9.9% |
Portfolio Analytics
Avg Market Cap
$759.1B
Median Market Cap
$239.0B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.71
# Stocks
0
# ETFs / Funds
6
Top Holdings (6 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 39.64% | 675,251 | $403M | $597.55 | $120M | +223,077 | +49.3% | |
| 2 | VTI | 35.02% | 1,111,047 | $356M | $320.81 | $112M | +382,123 | +52.4% | |
| 3 | VEA | 15.42% | 2,449,723 | $157M | $64.08 | — | +2,449,723 | — | NEW |
| 4 | VWO | 5.76% | 1,084,730 | $59M | $54.05 | — | +1,084,730 | — | NEW |
| 5 | SHY | 2.12% | 261,567 | $22M | $82.57 | — | +261,567 | — | NEW |
| 6 | VGSH | 2.03% | 352,644 | $21M | $58.54 | — | +352,644 | — | NEW |