LWP
Laurel Wealth Planning Portfolio holdings
AUM
$176M
1-Year Return
11.83%
This Quarter Return
-3.97%
1 Year Return
+11.83%
3 Year Return
+39.44%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$16.2M
(+12%)
Cap. Flow
+$22.4M
Cap. Flow
% of AUM
15.1%
Top 10 Holdings %
Top 10 Hldgs %
43.81%
Holding
284
New
72
Increased
36
Reduced
38
Closed
9
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$7.72M |
| 2 |
iShares MSCI KLD 400 Social ETF
DSI
|
$3.24M |
| 3 |
iShares ESG Screened S&P Mid-Cap ETF
XJH
|
$1.82M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.6M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$1.45M |
Sector Composition
| 1 | Healthcare | 2.43% |
| 2 | Technology | 2.24% |
| 3 | Financials | 1.25% |
| 4 | Industrials | 0.51% |
| 5 | Consumer Staples | 0.43% |
