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LL

LWMG LLC Portfolio holdings

AUM $526M
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
+8.27%
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
Cap. Flow
+$277M
Cap. Flow %
99.57%
Top 10 Hldgs %
64.5%
Holding
89
New
89
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 4.83%
2 Industrials 3.75%
3 Healthcare 1.9%
4 Financials 1.19%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DGRO icon
1
iShares Core Dividend Growth ETF
DGRO
$42B
$45.5M 16.33%
+909,766
New +$44.7M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$228B
$42M 15.08%
+1,001,232
New +$40.6M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$887B
$23.1M 8.31%
+60,234
New +$23.2M
BNDX icon
4
Vanguard Total International Bond ETF
BNDX
$82B
$15.1M 5.41%
+317,867
New +$15.3M
VO icon
5
Vanguard Mid-Cap ETF
VO
$106B
$13.3M 4.77%
+261,020
New +$13.3M
TIP icon
6
iShares TIPS Bond ETF
TIP
$14.5B
$11.4M 4.1%
+107,203
New +$11.4M
IWF icon
7
iShares Russell 1000 Growth ETF
IWF
$125B
$8.35M 3%
+155,972
New +$8.58M
AAPL icon
8
Apple
AAPL
$4.81T
$7.36M 2.64%
+56,676
New +$8.1M
MMM icon
9
3M
MMM
$89.1B
$7.14M 2.56%
+71,222
New +$7.26M
AGG icon
10
iShares Core US Aggregate Bond ETF
AGG
$138B
$6.41M 2.3%
+66,127
New +$6.4M
IWD icon
11
iShares Russell 1000 Value ETF
IWD
$81.7B
$6.03M 2.16%
+39,773
New +$5.95M
SPAB icon
12
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.81B
$5.43M 1.95%
+215,890
New +$5.41M
QQQ icon
13
Invesco QQQ Trust
QQQ
$471B
$5.19M 1.86%
+19,502
New +$5.39M
BSV icon
14
Vanguard Short-Term Bond ETF
BSV
$44.6B
$5.1M 1.83%
+67,701
New +$5.08M
SPY icon
15
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$4.86M 1.74%
+12,705
New +$4.88M
RLY icon
16
State Street Multi-Asset Real Return ETF
RLY
$1.24B
$4.24M 1.52%
+154,128
New +$4.31M
ADI icon
17
Analog Devices
ADI
$186B
$3.28M 1.18%
+20,000
New +$3.12M
IJR icon
18
iShares Core S&P Small-Cap ETF
IJR
$110B
$2.94M 1.05%
+31,050
New +$2.98M
EFG icon
19
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$2.89M 1.04%
+34,452
New +$2.79M
LMT icon
20
Lockheed Martin
LMT
$117B
$2.81M 1.01%
+5,782
New +$2.69M
IEMG icon
21
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$2.59M 0.93%
+55,457
New +$2.52M
IJH icon
22
iShares Core S&P Mid-Cap ETF
IJH
$123B
$2.59M 0.93%
+53,450
New +$2.58M
IWN icon
23
iShares Russell 2000 Value ETF
IWN
$14.5B
$2.52M 0.91%
+18,207
New +$2.57M
EFA icon
24
iShares MSCI EAFE ETF
EFA
$76.9B
$2.5M 0.9%
+38,044
New +$2.38M
SCZ icon
25
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$2.39M 0.86%
+42,252
New +$2.27M

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LWMG LLC's Q4 2022 Portfolio in Review

Q4 2022 is the first quarter with a 13F filing on record for LWMG LLC, which disclosed 89 positions worth $279M. Its ten largest holdings account for 65% of the portfolio.

Its largest position is iShares Core Dividend Growth ETF: 909,766 shares worth $45.5M.

By sector, the portfolio is most concentrated in Technology at 4.8% of assets, followed by Industrials and Healthcare.

  • LWMG LLC's largest Q4 2022 buy was iShares Core Dividend Growth ETF: 909,766 shares worth $45.5M.
  • LWMG LLC's ten largest holdings make up 65% of its $279M portfolio in Q4 2022.
  • LWMG LLC disclosed 89 positions in Q4 2022, its first 13F filing on record.

Based on LWMG LLC's 13F filing for Q4 2022, filed 9 Feb 2023.