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LWP
Laurel Wealth Planning Portfolio holdings
AUM
$190M
1-Year Est. Return
16.38%
This Fund
S&P 500
1 Year Est. Return
+16.38%
AUM
$189M
AUM Growth
+$13.2M
(+7.5%)
Holding
59
Top Buys
| 1 | +$3.7M | |
| 2 | +$1.77M | |
| 3 | +$377K | |
| 4 |
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$319K |
| 5 |
PIMCO Municipal Income Opportunities Active ETF
MINO
|
+$316K |
Top Sells
| 1 | +$745K | |
| 2 | +$570K | |
| 3 | +$453K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$338K |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$316K |
Sector Composition
| 1 | Financials | 1.16% |
| 2 | Consumer Staples | 0.6% |
| 3 | Technology | 0.46% |
| 4 | Materials | 0.36% |
| 5 | Healthcare | 0% |