LWP
Laurel Wealth Planning Portfolio holdings
AUM
$176M
This Quarter Return
-1.3%
1 Year Return
+11.83%
3 Year Return
+39.44%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(+8%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
8.61%
Top 10 Holdings %
Top 10 Hldgs %
49.74%
Holding
229
New
90
Increased
43
Reduced
23
Closed
6
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
DuPont de Nemours
DD
$31.6B
| $0 | ﹤0.01% |
6
| – | – |
|
227
DB Gold Double Long ETN due February 15, 2038
DGP
$191M
| – | – |
-25
| Closed | -$1K |
|
228
Dow Inc
DOW
$17B
| $0 | ﹤0.01% |
6
| – | – |
|
229
DXC Technology
DXC
$2.6B
| $0 | ﹤0.01% |
5
| – | – |
|