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LWP

Laurel Wealth Planning Portfolio holdings

AUM $190M
1-Year Est. Return 16.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$6.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$3.79M
3
+$2.6M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$2.47M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.42M

Top Sells

1
+$995K
2
+$824K
3
+$797K
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$776K
5
SHE icon
State Street SPDR MSCI USA Gender Diversity ETF
SHE
+$650K

Sector Composition

1 Healthcare 2.08%
2 Technology 1.58%
3 Financials 0.98%
4 Materials 0.41%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6K ﹤0.01%
58
-162
177
$6K ﹤0.01%
410
178
$6K ﹤0.01%
243
179
$6K ﹤0.01%
80
180
$6K ﹤0.01%
224
181
$6K ﹤0.01%
45
182
$5K ﹤0.01%
55
183
$5K ﹤0.01%
99
184
$5K ﹤0.01%
331
185
$5K ﹤0.01%
102
186
$5K ﹤0.01%
114
187
$5K ﹤0.01%
125
188
$5K ﹤0.01%
1,119
189
$5K ﹤0.01%
95
190
$4K ﹤0.01%
125
191
$4K ﹤0.01%
7
192
$4K ﹤0.01%
45
-40
193
$4K ﹤0.01%
294
194
$4K ﹤0.01%
36
195
$4K ﹤0.01%
+16
196
$4K ﹤0.01%
40
197
$4K ﹤0.01%
+64
198
$4K ﹤0.01%
32
-109
199
$4K ﹤0.01%
393
200
$3K ﹤0.01%
228
6 7
8
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