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Sold VHCIX & VENAX, Bought VFLO CENTURY CITY, Calif., Feb. 26, 2025 /PRNewswire/ -- Aligne Wealth Advisors Investment Management (AWAIM) proactively manages risk and return...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1004 | 1039 | 1168 | 1662 | 2349 |
Fund Return | 7.23% | 0.38% | 3.87% | 5.3% | 10.7% | 8.92% |
Place in category | 36 | 40 | 49 | 57 | 20 | 9 |
% in Category | 21 | 23 | 32 | 30 | 11 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Health Care Adm | 34.63B | 4.15 | 4.94 | 7.02 | ||
Fidelity Select Health Care | 10.35B | 2.50 | 3.68 | 7.60 | ||
T. Rowe Price Health Sciences | 7.37B | 4.25 | 3.25 | 8.01 | ||
Vanguard Health Care Inv | 6.25B | 4.15 | 4.89 | 6.97 | ||
Fidelity Advisor Health Care A | 6.23B | 2.55 | 3.18 | 6.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eli Lilly | US5324571083 | 10.54 | 818.65 | -0.74% | |
UnitedHealth | US91324P1021 | 8.06 | 501.14 | +0.42% | |
AbbVie | US00287Y1091 | 4.72 | 214.77 | +0.14% | |
J&J | US4781601046 | 4.40 | 163.10 | +0.16% | |
Merck&Co | US58933Y1055 | 3.84 | 94.61 | -0.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | BUY |
Summary | Neutral | Strong Buy | Buy |
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