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 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
426
$0 ﹤0.01%
+5
427
$0 ﹤0.01%
+5
428
$0 ﹤0.01%
+10
429
$0 ﹤0.01%
+10
430
$0 ﹤0.01%
+1
431
$0 ﹤0.01%
+2
432
$0 ﹤0.01%
+1
433
$0 ﹤0.01%
+1
434
$0 ﹤0.01%
+400