LW

Livet Wealth Portfolio holdings

AUM $162M
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
$162M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$12.6M
3 +$11.6M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$8.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.32%
2 Communication Services 1.89%
3 Financials 1.69%
4 Healthcare 1.32%
5 Consumer Discretionary 1.27%