LWP
Laurel Wealth Planning Portfolio holdings
AUM
$176M
This Quarter Return
+5.54%
1 Year Return
+11.83%
3 Year Return
+39.44%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$8.11M
(+6.5%)
Cap. Flow
+$1.4M
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
45.11%
Holding
229
New
6
Increased
24
Reduced
44
Closed
17
Top Buys
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$2.76M |
| 2 |
Nuveen ESG Small-Cap ETF
NUSC
|
$1.97M |
| 3 |
iShares MSCI KLD 400 Social ETF
DSI
|
$1.52M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$1M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$835K |
Sector Composition
| 1 | Financials | 1.18% |
| 2 | Technology | 1.15% |
| 3 | Healthcare | 1.15% |
| 4 | Materials | 0.56% |
| 5 | Industrials | 0.53% |
