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Portfolio Weight Calculator

Work out portfolio weight instantly with clear inputs, formula shown and shareable results.

About Portfolio Weight Calculator

A holding's weight is its value over the total portfolio. Comparing that with the target weight gives the drift and the exact trade needed to restore the intended allocation.

Formula

Weight and adjustment

Weight = holding / portfolio; adjustment = portfolio × target - holding

Worked example

With the default values below, Portfolio Weight Calculator returns Current Weight of 17.500%. Change any input above and every figure here is recalculated in your browser.

Inputs used

Value Of The Holdingminimum 0
350,000
Total Portfolio Valueminimum 0
2,000,000
Target Weightaccepts 0–100 %
25 %

Results

Current Weight
17.500%
Value At The Target Weight
$500,000.00
Amount To Buy Or Sell
$150,000.00
Drift From Target
-7.500%

Step by step

  1. 1Values used
  2. 2Weight and adjustment
  3. 3Current Weight= 17.500
  4. 4Value At The Target Weight= 500,000.00
  5. 5Amount To Buy Or Sell= 150,000.00
  6. 6Drift From Target= -7.500

Assumptions and limits

  • The result is derived only from the 3 inputs listed above. Anything not among them is not part of the calculation.
  • In particular, this calculator does not take inflation, tax, fees or charges or compounding frequency into account.
  • Figures are rounded for display to 3 decimal places, so totals built from several rounded parts can differ slightly from the unrounded arithmetic.
  • Figures are estimates for planning only. Market returns are not guaranteed, and rates, limits and tax rules change. This is not financial or tax advice — speak to a qualified adviser before acting.
  • This is an estimate for general information and not professional financial, tax or legal advice. See the full disclaimer for the limits that apply to this kind of calculator.

How these calculators are built and tested is described on the Methodology page. If a figure looks wrong, please report it.

Figures are estimates for planning only. Market returns are not guaranteed, and rates, limits and tax rules change. This is not financial or tax advice — speak to a qualified adviser before acting.

Frequently Asked Questions

Should cash be included in the total?

Yes if it is part of the investment portfolio, otherwise every weight is overstated.

How much drift justifies a trade?

Common practice is a band of 5 percentage points or 25% of the target weight, to avoid churning on small moves.

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Portfolio Weight Calculator – Calculate Current Weight