LW
Livet Wealth Portfolio holdings
AUM
$162M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$162M
AUM Growth
–
Holding
116
Top Buys
| 1 | +$12.7M | |
| 2 | +$12.6M | |
| 3 | +$11.6M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$8.01M |
| 5 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
IBM
IBM
$222B
| $225K | 0.14% |
+761
|
|
||
102
American International
AIG
$43B
| $224K | 0.14% |
+2,621
|
|
||
103
Capital One
COF
$129B
| $223K | 0.14% |
+920
|
|
||
104
Lowe's Companies
LOW
$148B
| $221K | 0.14% |
+917
|
|
||
105
Teledyne Technologies
TDY
$31.8B
| $217K | 0.13% |
+425
|
|
||
106
AbbVie
ABBV
$401B
| $216K | 0.13% |
+944
|
|
||
107
Medtronic
MDT
$124B
| $216K | 0.13% |
+2,244
|
|
||
108
Monster Beverage
MNST
$83.4B
| $211K | 0.13% |
+2,754
|
|
||
109
iShares ESG Aware MSCI EM ETF
ESGE
$6.67B
| $209K | 0.13% |
+4,743
|
|
||
110
Idexx Laboratories
IDXX
$52.5B
| $206K | 0.13% |
+305
|
|
||
111
ServiceNow
NOW
$109B
| $203K | 0.13% |
+1,325
|
|
||
112
Merck
MRK
$304B
| $202K | 0.12% |
+1,923
|
|
||
113
Exxon Mobil
XOM
$623B
| $202K | 0.12% |
+1,677
|
|
||
114
NatWest
NWG
$67.1B
| $190K | 0.12% |
+10,851
|
|
||
115
Banco Santander
SAN
$193B
| $157K | 0.1% |
+13,416
|
|
||
116
Lloyds Banking Group
LYG
$85B
| $148K | 0.09% |
+27,953
|
|