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
126
$0 ﹤0.01%
+5
127
$0 ﹤0.01%
+6
128
$0 ﹤0.01%
+6
129
$0 ﹤0.01%
+6
130
$0 ﹤0.01%
+177
131
$0 ﹤0.01%
+495
132
$0 ﹤0.01%
+21
133
$0 ﹤0.01%
+540
134
$0 ﹤0.01%
+12