LFP
Leeward Financial Partners Portfolio holdings
AUM
$316M
1-Year Est. Return
19.16%
1 Year Est. Return
+19.16%
AUM
$316M
AUM Growth
+$47.9M
(+18%)
Holding
103
Top Buys
| 1 | +$4.58M | |
| 2 | +$4.19M | |
| 3 | +$3.29M | |
| 4 |
Apple
AAPL
|
+$2.78M |
| 5 |
Costco
COST
|
+$2.48M |
Top Sells
| 1 | +$3.38M | |
| 2 | +$3.07M | |
| 3 | +$2.28M | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$2.25M |
| 5 |
Vanguard Value ETF
VTV
|
+$2.18M |
Sector Composition
| 1 | Technology | 17.45% |
| 2 | Financials | 5.54% |
| 3 | Communication Services | 5.13% |
| 4 | Consumer Discretionary | 5.02% |
| 5 | Industrials | 4.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Abbott
ABT
$215B
| – | – |
-25,465
|
|
||
102
Vanguard Health Care ETF
VHT
$16.1B
| – | – |
-2,329
|
|
||
103
Vanguard Total International Stock ETF
VXUS
$108B
| – | – |
-3,774
|
|