LWM
LJI Wealth Management Portfolio holdings
AUM
$574M
1-Year Return
13.09%
This Quarter Return
+6.53%
1 Year Return
+13.09%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$317M
AUM Growth
+$31.2M
(+11%)
Cap. Flow
+$15.8M
Cap. Flow
% of AUM
5%
Top 10 Holdings %
Top 10 Hldgs %
60.71%
Holding
171
New
22
Increased
77
Reduced
34
Closed
13
Top Buys
Top Sells
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.75M |
| 2 |
Stryker
SYK
|
$803K |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$702K |
| 4 |
Medical Properties Trust
MPW
|
$643K |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$438K |
Sector Composition
| 1 | Technology | 5.66% |
| 2 | Financials | 2.66% |
| 3 | Healthcare | 2.03% |
| 4 | Consumer Discretionary | 1.22% |
| 5 | Communication Services | 1.11% |
