LKWM
Lee-Kelleher Wealth Management Portfolio holdings
AUM
$151M
This Quarter Return
+0.96%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.28%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$24.8M |
| 2 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$24M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$11M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$11M |
| 5 |
WisdomTree US MidCap Dividend Fund
DON
|
$8.61M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.58% |
| 2 | Energy | 0.25% |
| 3 | Industrials | 0.17% |
