LWI

Long Wharf Investors Portfolio holdings

AUM $127M
1-Year Est. Return 18.02%
This Quarter Est. Return
1 Year Est. Return
+18.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$1.69M
2 +$934K
3 +$919K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$797K
5
WOOD icon
iShares Global Timber & Forestry ETF
WOOD
+$735K

Sector Composition

1 Healthcare 8.82%
2 Technology 8.55%
3 Industrials 5.24%
4 Energy 3.06%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,700