Wealth Portal

Portfolio Dashboard

Overview of your investment portfolio as of 3/21/2025

Total Portfolio Value

$4,385,762.94

+2.5% ($107,432.18)

Since last month

YTD Performance

+8.74%

+1.2% vs S&P 500

Outperforming benchmark

Dividend Yield

3.21%

$140,883 annual income

Next payment: Jun 15, 2023

Risk Score

42/100

Moderate

Portfolio Performance

Comparison with S&P 500 and custom benchmark

Asset Allocation

Current allocation by asset class

Equities (52.4%)

Fixed Income (28.7%)

Alternatives (12.3%)

Cash (6.6%)

Sector Exposure

Breakdown by industry sectors

Geographic Distribution

Global allocation by region

Geographic distribution map

North America: 58% | Europe: 22% | Asia Pacific: 15% | Other: 5%

North America (58%)

Europe (22%)

Asia Pacific (15%)