LWM
Level Wealth Management Portfolio holdings
AUM
$190M
1-Year Est. Return
11.49%
1 Year Est. Return
+11.49%
AUM
$172M
AUM Growth
+$19.2M
(+13%)
Holding
62
Top Buys
| 1 | +$12.3M | |
| 2 | +$3.49M | |
| 3 | +$3.28M | |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$1.16M |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.09M |
Top Sells
| 1 | +$10.4M | |
| 2 | +$2.96M | |
| 3 | +$2.59M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$812K |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$563K |
Sector Composition
| 1 | Technology | 3.19% |
| 2 | Financials | 1.52% |
| 3 | Consumer Discretionary | 0.69% |
| 4 | Utilities | 0.53% |
| 5 | Healthcare | 0.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
McDonald's
MCD
$218B
| $301K | 0.18% |
1,030
|
|
||
52
GE Vernova
GEV
$159B
| $301K | 0.17% |
+568
|
|
||
53
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.69B
| $300K | 0.17% |
10,218
|
|
||
54
Vanguard Mid-Cap ETF
VO
$89.2B
| $278K | 0.16% |
992
|
|
||
55
Pfizer
PFE
$141B
| $264K | 0.15% |
10,900
-426
|
|
||
56
Kontoor Brands
KTB
$4.72B
| $255K | 0.15% |
3,865
|
|
||
57
Tesla
TSLA
$1.44T
| $225K | 0.13% |
+707
|
|
||
58
Fidelity High Dividend ETF
FDVV
$7.01B
| $224K | 0.13% |
4,297
+35
|
|
||
59
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
| $219K | 0.13% |
4,360
|
|
||
60
Vanguard ESG US Stock ETF
ESGV
$11.7B
| $215K | 0.13% |
+1,964
|
|
||
61
Dimensional International Core Equity 2 ETF
DFIC
$10.7B
| $212K | 0.12% |
+6,803
|
|
||
62
PepsiCo
PEP
$207B
| – | – |
-1,493
|
|