LIWM
Long Island Wealth Management Portfolio holdings
AUM
$193M
1-Year Est. Return
11.15%
1 Year Est. Return
+11.15%
AUM
$164M
AUM Growth
+$4.45M
(+2.8%)
Holding
80
Top Buys
| 1 | +$7.79M | |
| 2 | +$1.85M | |
| 3 | +$1.41M | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$1.33M |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$1.28M |
Top Sells
| 1 | +$5.22M | |
| 2 | +$2.65M | |
| 3 | +$1.76M | |
| 4 |
Innovator US Small Cap Power Buffer ETF October
KOCT
|
+$486K |
| 5 |
ProShares S&P 500 ex-Technology ETF
SPXT
|
+$476K |
Sector Composition
| 1 | Financials | 2.71% |
| 2 | Technology | 1.61% |
| 3 | Healthcare | 1% |
| 4 | Consumer Staples | 0.63% |
| 5 | Consumer Discretionary | 0.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Amazon
AMZN
$2.61T
| $211K | 0.13% |
1,109
+100
|
|
||
77
Direxion Daily NVDA Bear 1X Shares
NVDD
$294M
| $97.8K | 0.06% |
13,415
+275
|
|
||
78
Hanesbrands
HBI
$2.34B
| $76.5K | 0.05% |
13,264
|
|
||
79
Alphabet (Google) Class C
GOOG
$3.4T
| – | – |
-1,087
|
|
||
80
Vanguard Mid-Cap ETF
VO
$88B
| – | – |
-873
|
|