LWM

LJI Wealth Management Portfolio holdings

AUM $502M
AUM
$502M
AUM Growth
-$5.58M
Cap. Flow
+$18.9M
Cap. Flow %
3.75%
Top 10 Hldgs %
65.91%
Holding
188
New
8
Increased
72
Reduced
65
Closed
6
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$326K0.06%1,469
$323K0.06%488
-2
-0.4%
-$1.33K
$322K0.06%914
$322K0.06%4,630
+700
+18%
+$48.6K
$317K0.06%1,643
+487
+42%
+$94K
$313K0.06%5,770 New
+$313K
$311K0.06%3,174
-100
-3%
-$9.81K
$311K0.06%2,343
+103
+5%
+$13.7K
$308K0.06%802
+99
+14%
+$38K
$307K0.06%1,849
$302K0.06%11,905
+3,150
+36%
+$79.8K
$293K0.06%3,719
-141
-4%
-$11.1K
$286K0.06%4,761
-250
-5%
-$15K
$277K0.06%9,000
$274K0.05%1,102
-202
-15%
-$50.2K
$272K0.05%945
+9
+1%
+$2.6K
$272K0.05%3,808
+10
+0.3%
+$714
$271K0.05%495
+15
+3%
+$8.22K
$267K0.05%8,685
-330
-4%
-$10.1K
$267K0.05%1,607
$266K0.05%9,592
-123
-1%
-$3.42K
$263K0.05%3,778
+296
+9%
+$20.6K
$262K0.05%3,347
+17
+0.5%
+$1.33K
$257K0.05%2,191
+37
+2%
+$4.35K
$257K0.05%824