LWMG
Levy Wealth Management Group Portfolio holdings
AUM
$391M
This Quarter Return
+11.92%
1 Year Return
+14.68%
3 Year Return
+21.11%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.05%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$33.6M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$19.1M |
| 3 |
Invesco QQQ Trust
QQQ
|
$18.3M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$6.38M |
| 5 |
Apple
AAPL
|
$6.36M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.14% |
| 2 | Financials | 4.19% |
| 3 | Healthcare | 4.04% |
| 4 | Communication Services | 1.07% |
| 5 | Consumer Discretionary | 1.06% |
