LWP
Laurel Wealth Planning Portfolio holdings
AUM
$176M
This Quarter Return
+5.05%
1 Year Return
+11.83%
3 Year Return
+39.44%
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
+$109M
(+6.6%)
Cap. Flow
+$1.74M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
51.18%
Holding
142
New
8
Increased
21
Reduced
29
Closed
9
Top Buys
| 1 |
Invesco High Yield Equity Dividend Achievers ETF
PEY
|
$1.28M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$759K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$556K |
| 4 |
Ecolab
ECL
|
$530K |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
$332K |
Top Sells
Sector Composition
| 1 | Materials | 0.66% |
| 2 | Technology | 0.6% |
| 3 | Healthcare | 0.56% |
| 4 | Consumer Discretionary | 0.21% |
| 5 | Financials | 0.2% |
