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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
51
$878K 0.47%
12,777
+67
52
$874K 0.46%
6,200
-4,632
53
$871K 0.46%
12,736
+1,175
54
$868K 0.46%
9,110
-200
55
$857K 0.45%
1,123
-281
56
$854K 0.45%
6,654
+832
57
$834K 0.44%
15,081
+616
58
$814K 0.43%
4,101
-192
59
$808K 0.43%
9,042
+68
60
$799K 0.42%
9,450
61
$797K 0.42%
4,296
-758
62
$767K 0.41%
6,805
+2,062
63
$761K 0.4%
11,545
-5,712
64
$754K 0.4%
1
65
$754K 0.4%
24,484
+161
66
$746K 0.4%
2,242
-959
67
$721K 0.38%
24,236
+20,303
68
$683K 0.36%
7,388
+375
69
$674K 0.36%
5,028
+84
70
$671K 0.36%
7,345
+711
71
$662K 0.35%
15,760
+5,310
72
$641K 0.34%
18,469
+249
73
$639K 0.34%
12,381
-2,620
74
$632K 0.33%
14,380
-2,145
75
$628K 0.33%
2,090
1 2
3
4 5