NLWP
Next Level Wealth Planning Portfolio holdings
AUM
$177M
1-Year Est. Return
16.16%
1 Year Est. Return
+16.16%
AUM
$177M
AUM Growth
+$21M
(+13%)
Holding
62
Top Buys
| 1 | +$2.63M | |
| 2 | +$1.19M | |
| 3 | +$993K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$745K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$713K |
Top Sells
| 1 | +$272K | |
| 2 | +$202K | |
| 3 | +$52.8K | |
| 4 |
NVIDIA
NVDA
|
+$49.1K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$35.2K |
Sector Composition
| 1 | Technology | 4.58% |
| 2 | Consumer Discretionary | 0.87% |
| 3 | Financials | 0.84% |
| 4 | Energy | 0.79% |
| 5 | Communication Services | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Microchip Technology
MCHP
$35.8B
| $246K | 0.14% |
3,828
-73
|
|
||
52
Dimensional US Small Cap ETF
DFAS
$12B
| $246K | 0.14% |
3,587
+118
|
|
||
53
JPMorgan Income ETF
JPIE
$6.32B
| $241K | 0.14% |
5,195
+453
|
|
||
54
Fidelity High Dividend ETF
FDVV
$7.64B
| $239K | 0.13% |
+4,282
|
|
||
55
Netflix
NFLX
$424B
| $223K | 0.13% |
1,860
-440
|
|
||
56
JPMorgan Core Plus Bond ETF
JCPB
$8.69B
| $214K | 0.12% |
4,500
|
|
||
57
Johnson & Johnson
JNJ
$487B
| $210K | 0.12% |
+1,134
|
|
||
58
Vanguard Health Care ETF
VHT
$17.2B
| $205K | 0.12% |
+791
|
|
||
59
Capital Group Municipal Income ETF
CGMU
$4.53B
| $202K | 0.11% |
+7,393
|
|
||
|
VCRM
60
Vanguard Core Tax-Exempt Bond ETF
VCRM
$648M
| $201K | 0.11% |
+2,666
|
|
||
61
Liberty All-Star Equity Fund
USA
$1.82B
| $143K | 0.08% |
22,605
|
|
||
62
Meta Platforms (Facebook)
META
$1.7T
| – | – |
-273
|
|