Enter the value of the given asset ($) and the value of the entire portfolio ($) into the Portfolio Weight Calculator. The calculator will evaluate the Portfolio Weight. 

Portfolio Weight Formula

The following two example problems outline the steps and information needed to calculate the Portfolio Weight.

PW = AV / P * 100

Variables:

  • PW is the Portfolio Weight (%)
  • AV is the value of the given asset ($) 
  • P is the value of the entire portfolio ($) 

To calculate the portfolio weight, divide the value of any given asset by the value of the entire portfolio.

How to Calculate Portfolio Weight?

The following steps outline how to calculate the Portfolio Weight.

  1. First, determine the value of the given asset ($). 
  2. Next, determine the value of the entire portfolio ($). 
  3. Next, gather the formula from above = PW = AV / P * 100.
  4. Finally, calculate the Portfolio Weight.
  5. After inserting the variables and calculating the result, check your answer with the calculator above.

Example Problem : 

Use the following variables as an example problem to test your knowledge.

value of the given asset ($) = 3,000

value of the entire portfolio ($) = 30,000

PW = AV / P * 100 = ?