LWP
Laurel Wealth Planning Portfolio holdings
AUM
$176M
This Quarter Return
+13.07%
1 Year Return
+11.83%
3 Year Return
+39.44%
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.35%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI KLD 400 Social ETF
DSI
|
$7.78M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$6.68M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$6.25M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$5.43M |
| 5 |
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% |
