LWM
Latko Wealth Management Portfolio holdings
AUM
$178M
1-Year Est. Return
12.08%
1 Year Est. Return
+12.08%
AUM
$178M
AUM Growth
+$23.7M
(+15%)
Holding
31
Top Buys
| 1 | +$1.99M | |
| 2 | +$1.8M | |
| 3 | +$984K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$950K |
| 5 |
Amazon
AMZN
|
+$942K |
Top Sells
| 1 | +$611K | |
| 2 | +$73.5K | |
| 3 | +$70.3K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$31.9K |
| 5 |
Texas Instruments
TXN
|
+$26.4K |
Sector Composition
| 1 | Technology | 3.47% |
| 2 | Healthcare | 1.18% |
| 3 | Financials | 0.69% |
| 4 | Consumer Discretionary | 0.67% |
| 5 | Consumer Staples | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P Mid-Cap ETF
IJH
$99.2B
| $388K | 0.22% |
6,260
+376
|
|
||
|
27
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
| $305K | 0.17% |
3,840
-401
|
|
||
28
Walt Disney
DIS
$201B
| $289K | 0.16% |
2,331
+120
|
|
||
29
Berkshire Hathaway Class B
BRK.B
$1.03T
| $288K | 0.16% |
593
-6
|
|
||
30
Visa
V
$667B
| $217K | 0.12% |
+611
|
|
||
31
Amphenol
APH
$170B
| $213K | 0.12% |
+2,154
|
|