LFP
Leeward Financial Partners Portfolio holdings
AUM
$316M
This Quarter Return
+8.91%
1 Year Return
+19.16%
3 Year Return
+75.98%
5 Year Return
–
10 Year Return
–
AUM
$174M
AUM Growth
+$174M
(+6.6%)
Cap. Flow
+$290K
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
41.71%
Holding
86
New
13
Increased
34
Reduced
24
Closed
4
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$4.38M |
| 2 |
Vertex Pharmaceuticals
VRTX
|
$2.65M |
| 3 |
Home Depot
HD
|
$2.56M |
| 4 |
Vanguard Long-Term Bond ETF
BLV
|
$2.49M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$2.46M |
Top Sells
| 1 |
iShares Core High Dividend ETF
HDV
|
$3.88M |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$3.31M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.57M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.33M |
| 5 |
AbbVie
ABBV
|
$2.25M |
Sector Composition
| 1 | Technology | 15.55% |
| 2 | Consumer Discretionary | 5.94% |
| 3 | Industrials | 4.27% |
| 4 | Healthcare | 3.6% |
| 5 | Financials | 3.3% |
