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
326
$3K ﹤0.01%
+13
327
$2K ﹤0.01%
+14
328
$2K ﹤0.01%
+120
329
$2K ﹤0.01%
+24
330
$2K ﹤0.01%
+8
331
$2K ﹤0.01%
+6
332
$2K ﹤0.01%
+39
333
$2K ﹤0.01%
+15
334
$2K ﹤0.01%
+40
335
$2K ﹤0.01%
+9
336
$2K ﹤0.01%
+50
337
$2K ﹤0.01%
+24
338
$2K ﹤0.01%
+18
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$2K ﹤0.01%
+12
340
$2K ﹤0.01%
+22
341
$2K ﹤0.01%
+15
342
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+16
343
$2K ﹤0.01%
+40
344
$2K ﹤0.01%
+50
345
$2K ﹤0.01%
+51
346
$2K ﹤0.01%
+30
347
$2K ﹤0.01%
+15
348
$2K ﹤0.01%
+63
349
$2K ﹤0.01%
+4
350
$2K ﹤0.01%
+15
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