LWM
LJI Wealth Management Portfolio holdings
AUM
$655M
1-Year Est. Return
16.04%
This Fund
S&P 500
1 Year Est. Return
+16.04%
AUM
$572M
AUM Growth
-$2.15M
(-0.37%)
Holding
202
Top Buys
| 1 | +$7.28M | |
| 2 | +$1.92M | |
| 3 | +$1.64M | |
| 4 |
Harrow
HROW
|
+$1.13M |
| 5 |
Boston Scientific
BSX
|
+$851K |
Top Sells
| 1 | +$7.65M | |
| 2 | +$6.07M | |
| 3 | +$5.89M | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$2.77M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
+$2.55M |
Sector Composition
| 1 | Technology | 7.81% |
| 2 | Financials | 2.85% |
| 3 | Healthcare | 2.12% |
| 4 | Communication Services | 1.49% |
| 5 | Industrials | 1.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
XYZ
201
Block Inc
XYZ
$36.1B
| – | – |
-7,110
|
|
||
202
Pfizer
PFE
$160B
| – | – |
-9,029
|
|