Sonia Goforth

@Lwmg, Llc

Latest period2024 - Q3

Reported3mo 15d ago

Managed Assets$526.132M

Total holdings90

Assets growth rate11%

Assets growth rate (2-Q avg)10.2%

Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Lwmg, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 90 positions.

Assets under management

The assets under management (AUM) of Lwmg, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 526.132M in assets, with a quarterly growth rate of 11% and a 2-quarter average growth rate of 10.2%. The portfolio is managed by Sonia Goforth, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DGROIshares Tr Recent Activity Increased 2.25%	13.33%	$70.081M 1.118M shares@ $62.69 avg price	Increased 2.25%
VEAVanguard Tax-managed Fds Recent Activity Increased 4.43%	12.54%	$65.964M 1.249M shares@ $52.82 avg price	Increased 4.43%
IWFIshares Tr Recent Activity Increased 3.39%	10.4%	$54.717M 145,765 shares@ $375.38 avg price	Increased 3.39%
IVVIshares Tr Recent Activity Increased 4.26%	7.77%	$40.84M 70,802 shares@ $576.82 avg price	Increased 4.26%
QQQInvesco Qqq Tr Recent Activity Increased 1.94%	7.15%	$37.608M 77,055 shares@ $488.07 avg price	Increased 1.94%
IWDIshares Tr Recent Activity Increased 7.73%	6.5%	$34.18M 180,085 shares@ $189.8 avg price	Increased 7.73%
VOVanguard Index Fds Recent Activity Increased 6%	5.9%	$31.03M 117,614 shares@ $263.83 avg price	Increased 6%
BNDXVanguard Charlotte Fds Recent Activity Increased 5.23%	5.14%	$27.024M 537,474 shares@ $50.29 avg price	Increased 5.23%
AGGIshares Tr Recent Activity Increased 129.41%	4.43%	$23.256M 229,644 shares@ $101.27 avg price	Increased 129.41%
TIPIshares Tr Recent Activity Increased 4.36%	3.12%	$16.398M 148,438 shares@ $110.48 avg price	Increased 4.36%