LWM
LJI Wealth Management Portfolio holdings
AUM
$574M
1-Year Est. Return
13.09%
1 Year Est. Return
+13.09%
AUM
$502M
AUM Growth
-$5.58M
(-1.1%)
Holding
188
Top Buys
| 1 | +$6.5M | |
| 2 | +$1.55M | |
| 3 | +$1.5M | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$1.2M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$1.13M |
Top Sells
| 1 | +$423K | |
| 2 | +$423K | |
| 3 | +$422K | |
| 4 |
Apple
AAPL
|
+$273K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$273K |
Sector Composition
| 1 | Technology | 6.55% |
| 2 | Financials | 2.81% |
| 3 | Healthcare | 2.12% |
| 4 | Communication Services | 1.27% |
| 5 | Industrials | 0.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
PureCycle Technologies
PCT
$2.37B
| $86.5K | 0.02% |
+12,500
|
|
||
177
NIO
NIO
$16.6B
| $84.5K | 0.02% |
22,178
-72
|
|
||
178
Rocket Pharmaceuticals
RCKT
$400M
| $80K | 0.02% |
+12,000
|
|
||
179
UWM Holdings
UWMC
$1.18B
| $65K | 0.01% |
11,900
-100
|
|
||
180
Kodiak Sciences
KOD
$745M
| $28.3K | 0.01% |
10,100
-3,000
|
|
||
181
AdvisorShares Pure US Cannabis ETF
MSOS
$846M
| $26.7K | 0.01% |
+10,220
|
|
||
182
Sangamo Therapeutics
SGMO
$193M
| $15.6K | ﹤0.01% |
23,760
-500
|
|
||
183
AvalonBay Communities
AVB
$26.6B
| – | – |
-1,919
|
|
||
184
fuboTV
FUBO
$1.25B
| – | – |
-3,000
|
|
||
185
iShares Bitcoin Trust
IBIT
$81.5B
| – | – |
-4,150
|
|
||
186
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.8B
| – | – |
-1,900
|
|
||
187
iShares Russell 3000 ETF
IWV
$17.1B
| – | – |
-607
|
|
||
188
Impinj
PI
$5.86B
| – | – |
-1,800
|
|