LL
LWMG LLC Portfolio holdings
AUM
$526M
This Quarter Return
+8.27%
1 Year Return
+27.23%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$279M
AUM Growth
–
Cap. Flow
+$279M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.5%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$45.5M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$42M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$23.1M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$15.1M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$13.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.83% |
| 2 | Industrials | 3.75% |
| 3 | Healthcare | 1.9% |
| 4 | Financials | 1.19% |
| 5 | Consumer Discretionary | 0.99% |
