LWM

LJI Wealth Management Portfolio holdings

AUM $574M
1-Year Est. Return 13.09%
This Quarter Est. Return
1 Year Est. Return
+13.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.31%
2 Financials 2.87%
3 Healthcare 2.04%
4 Communication Services 1.48%
5 Industrials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-23,957
177
-74,425
178
-10,219