LWM
Latko Wealth Management Portfolio holdings
AUM
$178M
This Quarter Return
+5.33%
1 Year Return
+12.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
–
Cap. Flow
+$165M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
88.48%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$42.9M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$28.1M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
$23.3M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$13.1M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$8.52M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.02% |
| 2 | Healthcare | 2% |
| 3 | Financials | 0.64% |
| 4 | Consumer Discretionary | 0.32% |
