LSWM
Lorne Steinberg Wealth Management Portfolio holdings
AUM
$422M
1-Year Est. Return
23.86%
This Fund
S&P 500
1 Year Est. Return
+23.86%
AUM
$422M
AUM Growth
-$12.7M
(-2.9%)
Holding
76
Top Buys
| 1 | +$4.72M | |
| 2 | +$2.85M | |
| 3 | +$2.54M | |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$2.02M |
| 5 |
Canadian National Railway
CNI
|
+$1.9M |
Top Sells
| 1 | +$5.2M | |
| 2 | +$4.19M | |
| 3 | +$3.84M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.39M |
| 5 |
Linde
LIN
|
+$2.26M |
Sector Composition
| 1 | Financials | 39.98% |
| 2 | Communication Services | 13.6% |
| 3 | Technology | 12.35% |
| 4 | Healthcare | 8.35% |
| 5 | Industrials | 6.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Fortis
FTS
$27.8B
| – | – |
-5,779
|
|