LWM

Level Wealth Management Portfolio holdings

AUM $190M
1-Year Est. Return 11.49%
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$2.25M
3
+$1.92M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$851K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$762K

Top Sells

1
+$286K
2
+$255K
3
+$219K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$205K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$149K

Sector Composition

1 Technology 2.55%
2 Financials 1.82%
3 Consumer Discretionary 0.61%
4 Utilities 0.61%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207K 0.14%
1,983
+4
52
$206K 0.13%
+2,719
53
– –
-1,250
54
– –
-707
55
– –
-1,954
1 2
3