NLWP
Next Level Wealth Planning Portfolio holdings
AUM
$156M
1 Year Est. Return
–
AUM
$132M
AUM Growth
+$4.91M
(+3.9%)
Holding
53
Top Buys
| 1 | +$2.38M | |
| 2 | +$2.26M | |
| 3 | +$848K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$673K |
| 5 |
Exxon Mobil
XOM
|
+$664K |
Top Sells
| 1 | +$1.17M | |
| 2 | +$228K | |
| 3 | +$225K | |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$221K |
| 5 |
Netflix
NFLX
|
+$205K |
Sector Composition
| 1 | Technology | 3.82% |
| 2 | Energy | 1.12% |
| 3 | Financials | 1.1% |
| 4 | Consumer Discretionary | 0.73% |
| 5 | Consumer Staples | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Fidelity Dividend ETF for Rising Rates
FDRR
$628M
| – | – |
-4,445
|
|
||
52
Alphabet (Google) Class C
GOOG
$3.04T
| – | – |
-1,181
|
|
||
|
53
Netflix
NFLX
$527B
| – | – |
-230
|
|