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LWM
Level Wealth Management Portfolio holdings
AUM
$213M
1-Year Est. Return
13.48%
This Fund
S&P 500
1 Year Est. Return
+13.48%
AUM
$213M
AUM Growth
+$17.9M
(+9.2%)
Holding
67
Top Buys
| 1 | +$5.07M | |
| 2 | +$4.67M | |
| 3 | +$3.64M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.14M |
| 5 |
Albemarle
ALB
|
+$1.7M |
Top Sells
| 1 | +$436K | |
| 2 | +$145K | |
| 3 | +$102K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$88.1K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$71.2K |
Sector Composition
| 1 | Technology | 1.82% |
| 2 | Financials | 1.07% |
| 3 | Materials | 0.84% |
| 4 | Utilities | 0.59% |
| 5 | Consumer Staples | 0.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
NVIDIA
NVDA
$5.04T
| $327K | 0.15% |
1,877
|
|
||
52
Schwab US Broad Market ETF
SCHB
$42.3B
| $325K | 0.15% |
12,945
-260
|
|
||
53
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.9B
| $318K | 0.15% |
6,572
|
|
||
54
GE Aerospace
GE
$345B
| $275K | 0.13% |
966
|
|
||
55
Invesco QQQ Trust
QQQ
$470B
| $268K | 0.13% |
465
+1
|
|
||
56
Tesla
TSLA
$1.49T
| $263K | 0.12% |
707
|
|
||
57
Johnson & Johnson
JNJ
$571B
| $251K | 0.12% |
1,025
|
|
||
58
Fidelity High Dividend ETF
FDVV
$9.66B
| $242K | 0.11% |
4,376
+32
|
|
||
59
Dimensional International Core Equity 2 ETF
DFIC
$13.9B
| $239K | 0.11% |
6,732
+10
|
|
||
60
Dimensional International Value ETF
DFIV
$19.7B
| $226K | 0.11% |
+4,274
|
|
||
61
IBM
IBM
$261B
| $222K | 0.1% |
917
|
|
||
62
Vanguard ESG US Stock ETF
ESGV
$13B
| $222K | 0.1% |
1,978
+5
|
|
||
63
NextEra Energy
NEE
$177B
| $220K | 0.1% |
+2,370
|
|
||
64
Vanguard High Dividend Yield ETF
VYM
$78.6B
| $218K | 0.1% |
1,473
+6
|
|
||
65
Amazon
AMZN
$2.63T
| $217K | 0.1% |
1,040
|
|
||
66
PepsiCo
PEP
$195B
| $216K | 0.1% |
1,393
|
|
||
|
67
iShares Core S&P 500 ETF
IVV
$833B
| $211K | 0.1% |
323
-129
|
|