LFP

Leeward Financial Partners Portfolio holdings

AUM $316M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$6.71M
2 +$1.56M
3 +$1.21M
4
VTV icon
Vanguard Value ETF
VTV
+$755K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$572K

Top Sells

1 +$1.05M
2 +$389K
3 +$268K
4
JWN
Nordstrom
JWN
+$266K
5
Z icon
Zillow
Z
+$252K

Sector Composition

1 Technology 9.06%
2 Consumer Discretionary 6.02%
3 Communication Services 4.01%
4 Healthcare 3.86%
5 Financials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,463