LWM
LJI Wealth Management Portfolio holdings
AUM
$574M
This Quarter Return
-4.12%
1 Year Return
+13.09%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$502M
AUM Growth
+$502M
(-1.1%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
3.49%
Top 10 Holdings %
Top 10 Hldgs %
65.91%
Holding
188
New
8
Increased
72
Reduced
65
Closed
6
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$423K |
| 2 |
Huntington Bancshares
HBAN
|
$423K |
| 3 |
AvalonBay Communities
AVB
|
$422K |
| 4 |
Apple
AAPL
|
$273K |
| 5 |
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% |
