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Livet Wealth Portfolio holdings

AUM $157M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$453K
3
+$438K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$314K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$250K

Top Sells

1
+$1.37M
2
+$1.25M
3
+$550K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$490K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$375K

Sector Composition

1 Technology 6.55%
2 Communication Services 1.76%
3 Financials 1.46%
4 Consumer Discretionary 1.11%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.53T
$545K 0.35%
1,465
-282
V icon
52
Visa
V
$664B
$544K 0.35%
1,801
-173
EAGG icon
53
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.91B
$544K 0.35%
11,437
-69
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$4.36T
$528K 0.34%
1,835
+82
AAPL icon
55
Apple
AAPL
$4.63T
$516K 0.33%
2,032
+467
VTI icon
56
Vanguard Total Stock Market ETF
VTI
$661B
$515K 0.33%
1,607
VCIT icon
57
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.7B
$491K 0.31%
+5,939
VIOG icon
58
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.06B
$486K 0.31%
3,904
IEMG icon
59
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
$480K 0.31%
6,880
-112
SCHE icon
60
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$471K 0.3%
14,302
-41
BSV icon
61
Vanguard Short-Term Bond ETF
BSV
$45B
$457K 0.29%
5,834
+1,015
ORCL icon
62
Oracle
ORCL
$405B
$456K 0.29%
3,102
-572
IBDS icon
63
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.79B
$452K 0.29%
+18,649
VZ icon
64
Verizon
VZ
$176B
$438K 0.28%
8,719
-415
IWO icon
65
iShares Russell 2000 Growth ETF
IWO
$15B
$411K 0.26%
1,310
-6
IYW icon
66
iShares US Technology ETF
IYW
$25.2B
$409K 0.26%
2,254
+1
EFAV icon
67
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.14B
$404K 0.26%
4,417
-160
VCSH icon
68
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.2B
$402K 0.26%
5,071
+5
BA icon
69
Boeing
BA
$175B
$402K 0.26%
2,019
-163
SHOP icon
70
Shopify
SHOP
$159B
$390K 0.25%
3,289
-445
WEC icon
71
WEC Energy
WEC
$37.4B
$386K 0.25%
3,335
-191
VWO icon
72
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$386K 0.25%
7,138
-28
NFLX icon
73
Netflix
NFLX
$309B
$381K 0.24%
3,967
-265
GLDM icon
74
SPDR Gold MiniShares Trust
GLDM
$27.8B
$374K 0.24%
4,040
LLY icon
75
Eli Lilly
LLY
$1.06T
$359K 0.23%
390
-8
1 2
3
4 5