LWP

Laurel Wealth Planning Portfolio holdings

AUM $189M
1-Year Est. Return 11.37%
This Quarter Est. Return
1 Year Est. Return
+11.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.15%
2 Technology 1.12%
3 Healthcare 1.07%
4 Industrials 0.65%
5 Materials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$0 ﹤0.01%
6
227
$0 ﹤0.01%
6
228
-9
229
$0 ﹤0.01%
+65