NLWP
Next Level Wealth Planning Portfolio holdings
AUM
$156M
This Quarter Return
+1.02%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
–
Cap. Flow
+$127M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
88.61%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$41.3M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$12.6M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$12M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$10.3M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
$9.49M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.62% |
| 2 | Financials | 1.04% |
| 3 | Consumer Discretionary | 1% |
| 4 | Energy | 0.66% |
| 5 | Communication Services | 0.34% |
