LIWM

Long Island Wealth Management Portfolio holdings

AUM $164M
This Quarter Return
-2.22%
1 Year Return
+4.79%
3 Year Return
5 Year Return
10 Year Return
AUM
$164M
AUM Growth
+$4.45M
Cap. Flow
+$8.08M
Cap. Flow %
4.92%
Top 10 Hldgs %
52.08%
Holding
80
New
8
Increased
30
Reduced
21
Closed
2
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$211K0.13% 1,109
+100
+10%
+$19K
$97.8K0.06% 13,415
+275
+2%
+$2.01K
$76.5K0.05% 13,264
-1,087
Closed
-$207K
-873
Closed
-$230K