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
$452M
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.9M
3
+$4.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.79M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.48M

Top Sells

1
+$3.91M
2
+$3.36M
3
+$686K
4
AAPL icon
Apple
AAPL
+$459K
5
LVS icon
Las Vegas Sands
LVS
+$301K

Sector Composition

1 Technology 6.56%
2 Financials 2.79%
3 Healthcare 2.6%
4 Communication Services 1.45%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.25%
12,442
+1,609
52
$1.09M 0.24%
7,362
-500
53
$1.07M 0.24%
1,964
+2
54
$1.03M 0.23%
+40,815
55
$986K 0.22%
5,374
56
$938K 0.21%
13,887
+1,782
57
$918K 0.2%
3,793
+64
58
$855K 0.19%
+3,215
59
$850K 0.19%
+17,317
60
$831K 0.18%
63,034
-45
61
$818K 0.18%
962
+2
62
$813K 0.18%
5,230
63
$784K 0.17%
1,926
+1
64
$774K 0.17%
10,031
-250
65
$765K 0.17%
8,550
66
$739K 0.16%
5,058
-112
67
$727K 0.16%
10,014
-182
68
$707K 0.16%
4,518
-100
69
$695K 0.15%
1,858
-50
70
$686K 0.15%
4,858
+3,248
71
$674K 0.15%
6,330
72
$674K 0.15%
4,155
-37
73
$657K 0.15%
6,757
+2
74
$655K 0.14%
3,986
75
$649K 0.14%
25,957
+3,063
1 2
3
4 5