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
$151M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.05%
2 Technology 0.71%
3 Materials 0.39%
4 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$233K 0.15%
3,188
52
$225K 0.15%
5,844
53
$205K 0.14%
+1,128
54
-5,206