Enter the total stock value ($) and the total portfolio value ($) into the Stock Weight Calculator. The calculator will evaluate the Stock Weight. 

Stock Weight Formula

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

SW = SV / PV * 100`

Variables:

  • SW is the Stock Weight (%)
  • SV is the total stock value ($) 
  • PV is the total portfolio value ($) 

How to Calculate Stock Weight?

The following steps outline how to calculate the Stock Weight.


  1. First, determine the total stock value ($). 
  2. Next, determine the total portfolio value ($). 
  3. Next, gather the formula from above = SW = SV / PV * 100`.
  4. Finally, calculate the Stock 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.

total stock value ($) = 1,000

total portfolio value ($) = 10,000

SW = SV / PV * 100` = ?