LIWM

Long Island Wealth Management Portfolio holdings

AUM $193M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.8M
3
+$10.6M
4
IJAN icon
Innovator International Developed Power Buffer ETF January
IJAN
+$5.87M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$5.02M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.71%
2 Financials 3.25%
3 Technology 2.15%
4 Utilities 1.79%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K 0.01%
+56
227
$9K 0.01%
+16
228
$9K 0.01%
+38
229
$8K 0.01%
+33
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$8K 0.01%
+85
231
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+63
232
$8K 0.01%
+2,223
233
$8K 0.01%
+65
234
$8K 0.01%
+49
235
$8K 0.01%
+38
236
$7K 0.01%
+130
237
$7K 0.01%
+17
238
$7K 0.01%
+206
239
$7K 0.01%
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240
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241
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242
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243
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244
$7K 0.01%
+24
245
$7K 0.01%
+78
246
$6K ﹤0.01%
+89
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$6K ﹤0.01%
+21
248
$6K ﹤0.01%
+151
249
$6K ﹤0.01%
+85
250
$6K ﹤0.01%
+7
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