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LWA

Lantern Wealth Advisors Portfolio holdings

AUM $195M
1-Year Est. Return 18.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$65.3M
2
+$30.7M
3
+$13.7M
4
IEP icon
Icahn Enterprises
IEP
+$8.75M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.26M

Top Sells

1
+$613K
2
+$543K
3
+$518K
4
IYW icon
iShares US Technology ETF
IYW
+$446K
5
BX icon
Blackstone
BX
+$440K

Sector Composition

1 Technology 12.37%
2 Financials 12.32%
3 Consumer Discretionary 9.11%
4 Communication Services 6.27%
5 Healthcare 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.93%
32,510
-963
27
$1.66M 0.88%
4,094
+112
28
$1.63M 0.86%
6,608
+1,900
29
$1.61M 0.85%
67,283
-2,176
30
$1.61M 0.85%
56,727
-398
31
$1.59M 0.84%
3,339
-297
32
$1.53M 0.81%
14,720
+1
33
$1.52M 0.81%
4,619
-1,687
34
$1.46M 0.77%
46,323
-399
35
$1.44M 0.76%
4,699
+38
36
$1.43M 0.76%
7,369
-385
37
$1.39M 0.74%
2,083
+21
38
$1.37M 0.72%
3,650
+50
39
$1.35M 0.71%
22,775
+4,700
40
$1.32M 0.7%
11,560
-94
41
$1.27M 0.67%
31,511
+4,025
42
$1.26M 0.67%
28,000
43
$1.21M 0.64%
2,459
+330
44
$1.15M 0.61%
9,516
-85
45
$1.06M 0.56%
6,815
+45
46
$1.04M 0.55%
20,696
47
$1.03M 0.55%
6,950
48
$1M 0.53%
14,814
+458
49
$984K 0.52%
30,821
-161
50
$887K 0.47%
7,400
+350
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