LW
Livet Wealth Portfolio holdings
AUM
$157M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$157M
AUM Growth
-$5.04M
(-3.1%)
Holding
129
Top Buys
| 1 | +$497K | |
| 2 | +$453K | |
| 3 | +$438K | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$314K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$250K |
Top Sells
| 1 | +$1.37M | |
| 2 | +$1.25M | |
| 3 | +$550K | |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$490K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Merck
MRK
$296B
| – | – |
-1,923
|
|
||
127
NatWest
NWG
$64.3B
| – | – |
-10,851
|
|
||
|
128
Vanguard Small-Cap Growth ETF
VBK
$23.6B
| – | – |
-1,623
|
|
||
129
Vanguard Total International Stock ETF
VXUS
$151B
| – | – |
-7,297
|
|