LWP
Laurel Wealth Planning Portfolio holdings
AUM
$189M
1-Year Est. Return
11.37%
1 Year Est. Return
+11.37%
AUM
$176M
AUM Growth
+$25.4M
(+17%)
Holding
58
Top Buys
| 1 | +$11.5M | |
| 2 | +$4.27M | |
| 3 | +$2.64M | |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
+$1.81M |
| 5 |
Nuveen ESG Large-Cap Value ETF
NULV
|
+$526K |
Top Sells
| 1 | +$4.24M | |
| 2 | +$1.19M | |
| 3 | +$684K | |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$653K |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$554K |
Sector Composition
| 1 | Financials | 1.21% |
| 2 | Consumer Staples | 0.63% |
| 3 | Technology | 0.43% |
| 4 | Materials | 0.38% |
| 5 | Healthcare | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Microsoft
MSFT
$3.89T
| $245K | 0.14% |
493
-75
|
|
||
52
Vanguard Total Stock Market ETF
VTI
$553B
| $242K | 0.14% |
797
-100
|
|
||
53
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.12B
| $228K | 0.13% |
9,749
-539
|
|
||
54
Vanguard Value ETF
VTV
$149B
| $214K | 0.12% |
1,210
|
|
||
55
AbbVie
ABBV
$403B
| $209K | 0.12% |
1,128
|
|
||
56
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
| $208K | 0.12% |
2,068
|
|
||
57
UnitedHealth
UNH
$328B
| – | – |
-545
|
|
||
58
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.64B
| – | – |
-4,762
|
|