LWM

LJI Wealth Management Portfolio holdings

AUM $572M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$502M
AUM Growth
-$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$1.55M
3
+$1.5M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.2M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.13M

Top Sells

1
+$423K
2
+$423K
3
+$422K
4
AAPL icon
Apple
AAPL
+$273K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$273K

Sector Composition

1 Technology 6.55%
2 Financials 2.81%
3 Healthcare 2.12%
4 Communication Services 1.27%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 0.51%
13,405
+467
27
$2.45M 0.49%
51,458
+2
28
$2.42M 0.48%
40,741
-4,039
29
$2.24M 0.45%
25,742
+1,180
30
$2.17M 0.43%
52,057
-743
31
$2.11M 0.42%
43,673
-2,436
32
$2.06M 0.41%
73,164
-6,140
33
$1.91M 0.38%
35,326
-462
34
$1.89M 0.38%
11,082
+2,111
35
$1.83M 0.37%
17,387
+36
36
$1.8M 0.36%
26,437
+3,524
37
$1.68M 0.34%
28,660
-1,145
38
$1.66M 0.33%
33,415
+160
39
$1.62M 0.32%
3,152
+76
40
$1.61M 0.32%
13,554
-927
41
$1.59M 0.32%
23,054
+5,163
42
$1.51M 0.3%
21,099
-204
43
$1.48M 0.3%
37,727
+3,096
44
$1.29M 0.26%
10,036
45
$1.26M 0.25%
25,319
-261
46
$1.2M 0.24%
29,206
+11
47
$1.2M 0.24%
14,809
+1,195
48
$1.1M 0.22%
7,116
+32
49
$1.08M 0.22%
18,987
+3,480
50
$1.03M 0.21%
1,941
+64
1
2
3 4 5