LWMG
Levy Wealth Management Group Portfolio holdings
AUM
$391M
1-Year Est. Return
14.68%
1 Year Est. Return
+14.68%
AUM
$356M
AUM Growth
$0
(0%)
Holding
104
Top Buys
No buys this quarter
Sector Composition
| 1 | Technology | 4.3% |
| 2 | Healthcare | 2.25% |
| 3 | Financials | 1.97% |
| 4 | Consumer Discretionary | 1.08% |
| 5 | Consumer Staples | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Comcast
CMCSA
$108B
| $213K | 0.06% |
4,868
|
|
||
102
American Express
AXP
$259B
| $207K | 0.06% |
1,103
|
|
||
103
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.37B
| $206K | 0.06% |
2,101
|
|
||
|
HEAL
104
Global X Funds Global X HealthTech ETF
HEAL
$47.3M
| $155K | 0.04% |
5,095
|
|