LWMPC

Lifetime Wealth Management P.C. Portfolio holdings

AUM $150M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$124K
3 +$105K
4
BLK icon
Blackrock
BLK
+$94K
5
JPM icon
JPMorgan Chase
JPM
+$62.5K

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.66%
2 Technology 12.65%
3 Communication Services 10.06%
4 Industrials 7.03%
5 Consumer Discretionary 5.32%