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
$508M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$9.17M
3 +$9.14M
4
YYY icon
Amplify CEF High Income ETF
YYY
+$1.58M
5
HUMA icon
Humacyte
HUMA
+$934K

Top Sells

1 +$4.41M
2 +$3.63M
3 +$2.74M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.29M
5
SMCI icon
Super Micro Computer
SMCI
+$1.2M

Sector Composition

1 Technology 6.91%
2 Financials 2.84%
3 Healthcare 2.03%
4 Communication Services 1.34%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-10,000