LWP
Laurel Wealth Planning Portfolio holdings
AUM
$176M
This Quarter Return
+5.46%
1 Year Return
+11.83%
3 Year Return
+39.44%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+4.9%)
Cap. Flow
-$384K
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
51.7%
Holding
147
New
14
Increased
26
Reduced
26
Closed
8
Top Buys
| 1 |
iShares MSCI KLD 400 Social ETF
DSI
|
$755K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$646K |
| 3 |
Nuveen ESG Small-Cap ETF
NUSC
|
$622K |
| 4 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$488K |
| 5 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$462K |
Top Sells
Sector Composition
| 1 | Financials | 0.77% |
| 2 | Technology | 0.64% |
| 3 | Materials | 0.63% |
| 4 | Healthcare | 0.52% |
| 5 | Consumer Discretionary | 0.21% |
