LIWM
Long Island Wealth Management Portfolio holdings
AUM
$193M
1-Year Return
11.15%
This Quarter Return
+7.33%
1 Year Return
+11.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$1.4M
(+1%)
Cap. Flow
-$8.12M
Cap. Flow
% of AUM
-5.74%
Top 10 Holdings %
Top 10 Hldgs %
51.01%
Holding
434
New
–
Increased
32
Reduced
25
Closed
360
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$491K |
| 2 |
NVIDIA
NVDA
|
$389K |
| 3 |
Innovator US Equity Power Buffer ETF December
PDEC
|
$357K |
| 4 |
iShares National Muni Bond ETF
MUB
|
$346K |
| 5 |
Innovator US Equity Power Buffer ETF July
PJUL
|
$338K |
Sector Composition
| 1 | Healthcare | 3.48% |
| 2 | Financials | 3.29% |
| 3 | Utilities | 1.73% |
| 4 | Technology | 1.61% |
| 5 | Consumer Staples | 0.57% |
