LIWM
Long Island Wealth Management Portfolio holdings
AUM
$193M
1-Year Return
11.15%
This Quarter Return
+9.74%
1 Year Return
+11.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.98%
Holding
434
New
433
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
