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LIWM
Long Island Wealth Management Portfolio holdings
AUM
$216M
1-Year Est. Return
14.59%
This Fund
S&P 500
1 Year Est. Return
+14.59%
AUM
$193M
AUM Growth
+$28.3M
(+17%)
Holding
86
Top Buys
| 1 | +$12.5M | |
| 2 | +$8.33M | |
| 3 | +$6.22M | |
| 4 |
Innovator US Small Cap Power Buffer ETF January
KJAN
|
+$4.96M |
| 5 |
Innovator Growth-100 Power Buffer ETF January
NJAN
|
+$4.38M |
Top Sells
| 1 | +$8.52M | |
| 2 | +$8.02M | |
| 3 | +$5.75M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.72M |
| 5 |
PBFR
PGIM Laddered S&P 500 Buffer 20 ETF
PBFR
|
+$3.53M |
Sector Composition
| 1 | Financials | 2.29% |
| 2 | Technology | 2.24% |
| 3 | Consumer Staples | 0.57% |
| 4 | Healthcare | 0.41% |
| 5 | Consumer Discretionary | 0.33% |