LWM
Latko Wealth Management Portfolio holdings
AUM
$205M
1-Year Est. Return
17.69%
This Fund
S&P 500
1 Year Est. Return
+17.69%
AUM
$205M
AUM Growth
+$812K
(+0.4%)
Holding
36
Top Buys
| 1 | +$4.29M | |
| 2 | +$2.73M | |
| 3 | +$1.78M | |
| 4 |
Merck
MRK
|
+$1.74M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.09M |
Top Sells
| 1 | +$6.78M | |
| 2 | +$1.3M | |
| 3 | +$974K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$731K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$397K |
Sector Composition
| 1 | Technology | 4.14% |
| 2 | Healthcare | 2.37% |
| 3 | Communication Services | 0.56% |
| 4 | Financials | 0.51% |
| 5 | Consumer Discretionary | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class A
BRK.A
$1.02T
| $718K | 0.35% |
1
|
|
||
27
Amazon
AMZN
$2.88T
| $572K | 0.28% |
2,745
+637
|
|
||
28
iShares Core MSCI EAFE ETF
IEFA
$180B
| $530K | 0.26% |
+5,852
|
|
||
29
Salesforce
CRM
$150B
| $377K | 0.18% |
2,018
-47
|
|
||
30
Texas Instruments
TXN
$256B
| $352K | 0.17% |
1,812
-119
|
|
||
|
31
Berkshire Hathaway Class B
BRK.B
$1.02T
| $327K | 0.16% |
682
|
|
||
32
Amphenol
APH
$175B
| $273K | 0.13% |
2,165
+4
|
|
||
33
Intuit
INTU
$110B
| $261K | 0.13% |
604
+2
|
|
||
34
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.4B
| $258K | 0.13% |
3,256
-57
|
|
||
35
Walt Disney
DIS
$183B
| $227K | 0.11% |
2,356
+16
|
|
||
36
Walmart Inc
WMT
$1.05T
| $211K | 0.1% |
1,699
-99
|
|