LWP
Laurel Wealth Planning Portfolio holdings
AUM
$176M
1-Year Return
11.83%
This Quarter Return
+8.46%
1 Year Return
+11.83%
3 Year Return
+39.44%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$19.2M
(+14%)
Cap. Flow
+$7.79M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
44.54%
Holding
224
New
2
Increased
28
Reduced
34
Closed
7
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.21M |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
$2.88M |
| 3 |
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
|
$1.09M |
| 4 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$842K |
| 5 |
Nuveen ESG Mid-Cap Value ETF
NUMV
|
$716K |
Top Sells
Sector Composition
| 1 | Healthcare | 1.7% |
| 2 | Technology | 1.1% |
| 3 | Financials | 1.05% |
| 4 | Materials | 0.35% |
| 5 | Industrials | 0.27% |
