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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$6.68M
3
+$6.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.43M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.68%
2 Healthcare 0.59%
3 Financials 0.18%
4 Materials 0.15%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14K 0.01%
+506
77
$13K 0.01%
+506
78
$11K 0.01%
+99
79
$11K 0.01%
+500
80
$10K 0.01%
+300
81
$10K 0.01%
+76
82
$10K 0.01%
+224
83
$9K 0.01%
+98
84
$9K 0.01%
+183
85
$9K 0.01%
+168
86
$8K 0.01%
+504
87
$8K 0.01%
+55
88
$8K 0.01%
+187
89
$7K 0.01%
+71
90
$7K 0.01%
+83
91
$6K 0.01%
+500
92
$6K 0.01%
+42
93
$6K 0.01%
+86
94
$6K 0.01%
+120
95
$6K 0.01%
+47
96
$6K 0.01%
+57
97
$6K 0.01%
+57
98
$5K ﹤0.01%
+106
99
$4K ﹤0.01%
+35
100
$4K ﹤0.01%
+100
2 3
4
5 6