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
51
$1.02M 0.2%
33,232
+14,883
52
$1.01M 0.2%
6,093
-81
53
$916K 0.18%
968
54
$857K 0.17%
5,488
+16
55
$841K 0.17%
11,547
+7,445
56
$839K 0.17%
12,020
+735
57
$813K 0.16%
14,298
58
$800K 0.16%
7,100
59
$780K 0.16%
10,620
+2,905
60
$778K 0.16%
3,009
+404
61
$777K 0.15%
5,230
62
$775K 0.15%
+5,300
63
$763K 0.15%
8,180
-50
64
$744K 0.15%
2,007
+13
65
$729K 0.15%
5,216
+167
66
$728K 0.14%
4,350
-100
67
$714K 0.14%
4,122
+29
68
$678K 0.14%
25,826
-715
69
$654K 0.13%
1,164
-193
70
$646K 0.13%
2,439
-65
71
$641K 0.13%
3,827
-99
72
$614K 0.12%
1,674
-14
73
$612K 0.12%
23,377
-47
74
$610K 0.12%
42,720
-617
75
$596K 0.12%
27,440
-1,000
1 2
3
4 5