LWM
LJI Wealth Management Portfolio holdings
AUM
$574M
1-Year Return
13.09%
This Quarter Return
+4.83%
1 Year Return
+13.09%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$285M
AUM Growth
–
Cap. Flow
+$285M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.03%
Holding
149
New
149
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.59% |
| 2 | Financials | 3.24% |
| 3 | Healthcare | 2.55% |
| 4 | Energy | 1.06% |
| 5 | Consumer Discretionary | 0.96% |
