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
$128M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$4.01M
2 +$1.06M
3 +$1.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$850K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$741K

Top Sells

1 +$9.09M
2 +$3.95M
3 +$556K
4
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$495K
5
UNH icon
UnitedHealth
UNH
+$275K

Sector Composition

1 Financials 1.08%
2 Technology 0.8%
3 Materials 0.33%
4 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$210K 0.16%
8,948
52
-4,224
53
-94,110
54
-170,668