LWM
LJI Wealth Management Portfolio holdings
AUM
$574M
1-Year Return
13.09%
This Quarter Return
+6.6%
1 Year Return
+13.09%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$343M
AUM Growth
+$26.2M
(+8.3%)
Cap. Flow
+$77.5M
Cap. Flow
% of AUM
22.61%
Top 10 Holdings %
Top 10 Hldgs %
60.35%
Holding
187
New
29
Increased
71
Reduced
54
Closed
9
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$46.2M |
| 2 |
JPMorgan Chase
JPM
|
$3.39M |
| 3 |
Eli Lilly
LLY
|
$2.87M |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
$2.72M |
| 5 |
Microsoft
MSFT
|
$2.19M |
Top Sells
Sector Composition
| 1 | Technology | 6.22% |
| 2 | Financials | 2.67% |
| 3 | Healthcare | 2.13% |
| 4 | Consumer Discretionary | 1.24% |
| 5 | Communication Services | 1.17% |
