LWM
Lifetime Wealth Management Portfolio holdings
AUM
$176M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$159M
AUM Growth
–
Holding
89
Top Buys
| 1 | +$10.2M | |
| 2 | +$8.31M | |
| 3 | +$7.72M | |
| 4 |
iShares MSCI Brazil Small-Cap ETF
EWZS
|
+$7.62M |
| 5 |
Vale
VALE
|
+$6.87M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 15.15% |
| 2 | Technology | 7.6% |
| 3 | Materials | 6.86% |
| 4 | Healthcare | 4.22% |
| 5 | Industrials | 3.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
US Global GO Gold and Precious Metal Miners ETF
GOAU
$185M
| $287K | 0.18% |
+6,735
|
|
||
77
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.04B
| $278K | 0.17% |
+13,643
|
|
||
78
Chevron
CVX
$380B
| $262K | 0.16% |
+1,720
|
|
||
79
CVR Partners
UAN
$1.3B
| $251K | 0.16% |
+2,450
|
|
||
80
IBM
IBM
$238B
| $235K | 0.15% |
+794
|
|
||
81
GE Aerospace
GE
$315B
| $231K | 0.15% |
+750
|
|
||
82
AT&T
T
$176B
| $227K | 0.14% |
+9,119
|
|
||
83
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.45B
| $212K | 0.13% |
+1,026
|
|
||
84
JPMorgan Chase
JPM
$812B
| $208K | 0.13% |
+647
|
|
||
85
Alphabet (Google) Class C
GOOG
$4.65T
| $208K | 0.13% |
+662
|
|
||
|
BHR.PRB
86
Braemar Hotels & Resorts 5.50% Series B Preferred Stock
BHR.PRB
$56.4M
| $170K | 0.11% |
+11,500
|
|
||
87
NexGen Energy
NXE
$6.97B
| $92K | 0.06% |
+10,000
|
|
||
88
Splash Beverage Group
SBEV
$2.08M
| $45.6K | 0.03% |
+66,050
|
|
||
|
TBH
89
Brag House Holdings
TBH
$15.6M
| $13.2K | 0.01% |
+33,000
|
|