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
$144M
AUM Growth
-$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.06%
2 Technology 0.84%
3 Materials 0.42%
4 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$222K 0.15%
5,844
52
-49,689
53
-3,188
54
-1,128