LWMG
Levy Wealth Management Group Portfolio holdings
AUM
$391M
This Quarter Return
+6.25%
1 Year Return
+14.68%
3 Year Return
+21.11%
5 Year Return
–
10 Year Return
–
AUM
$325M
AUM Growth
+$325M
(+8.6%)
Cap. Flow
+$9.48M
Cap. Flow
% of AUM
2.92%
Top 10 Holdings %
Top 10 Hldgs %
71.68%
Holding
109
New
15
Increased
63
Reduced
21
Closed
2
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$3.38M |
| 2 |
JPMorgan US Quality Factor ETF
JQUA
|
$3.28M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.49M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.18M |
| 5 |
Microsoft
MSFT
|
$802K |
Top Sells
Sector Composition
| 1 | Technology | 4.02% |
| 2 | Healthcare | 2.8% |
| 3 | Financials | 2.2% |
| 4 | Consumer Discretionary | 1.26% |
| 5 | Consumer Staples | 0.7% |
