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LifeGoal Conservative Wealth Builder (SAVN) ETF Holdings & Analysis
ETFOther
What SAVN does
This fund is structured to help investors meet their overarching savings objectives. Under typical market conditions, its portfolio allocation generally adheres to specific ranges: a substantial 70% to 95% of its assets are committed to fixed income and liquid cash or cash equivalents. Equity holdings may comprise up to 25% of the portfolio, while an additional 0% to 35% can be allocated to underlying funds that provide exposure to commodities and high-yield debt securities. The investment adviser deliberately emphasizes fixed income allocations to reduce excessive volatility and promote more stable returns.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| D | 98.74% | |
| Receivables/Payables | 1.26% |
Sector allocation
| Basic Materials | 12.26% |
| Communication Services | 5.68% |
| Consumer Cyclical | 4.77% |
| Consumer Defensive | 9.51% |
| Energy | 9.47% |
| Financial Services | 16.05% |
| Healthcare | 14.59% |
| Industrials | 9.48% |
| Real Estate | 7.78% |
| Technology | 6.52% |
| Utilities | 3.89% |
Geographic allocation
| United States | 101.29% |
| Other | -1.29% |
PortView Portfolio Insights
PortView analyzes how SAVN fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze SAVN in PortView →Related securities
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Frequently asked questions
- What does SAVN track?
- SAVN is the LifeGoal Conservative Wealth Builder ETF, a Other ETF.
- What is the expense ratio of SAVN?
- Expense ratio data for SAVN is shown on the page when available from our data provider.
- What are the largest holdings in SAVN?
- Top holdings include D, RECPAY.
- How can PortView analyze SAVN overlap with other ETFs?
- PortView computes the holdings overlap between SAVN and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.