LWM
LJI Wealth Management Portfolio holdings
AUM
$625M
1-Year Est. Return
17.68%
This Fund
S&P 500
1 Year Est. Return
+17.68%
AUM
$625M
AUM Growth
-$29.6M
(-4.5%)
Holding
202
Top Buys
| 1 | +$3.01M | |
| 2 | +$1.88M | |
| 3 | +$1.68M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.34M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$1.32M |
Top Sells
| 1 | +$2.8M | |
| 2 | +$2.45M | |
| 3 | +$2.11M | |
| 4 |
Target
TGT
|
+$1.98M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.74M |
Sector Composition
| 1 | Technology | 6.59% |
| 2 | Financials | 2.51% |
| 3 | Healthcare | 2.34% |
| 4 | Communication Services | 1.3% |
| 5 | Industrials | 1.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Invesco FTSE RAFI US 1000 ETF
PRF
$9.58B
| – | – |
-11,000
|
|
||
202
Xeris Biopharma Holdings
XERS
$1.05B
| – | – |
-42,350
|
|