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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
76
$609K 0.32%
13,869
+4,475
77
$607K 0.32%
1,365
-406
78
$607K 0.32%
1,550
79
$586K 0.31%
15,413
+2,846
80
$577K 0.31%
2,940
+281
81
$576K 0.31%
+7,669
82
$575K 0.3%
+1,891
83
$565K 0.3%
4,098
+137
84
$564K 0.3%
20,655
+312
85
$543K 0.29%
3,900
86
$540K 0.29%
42,304
87
$540K 0.29%
1,668
-5
88
$530K 0.28%
3,825
89
$528K 0.28%
7,259
+725
90
$527K 0.28%
17,734
+3,955
91
$521K 0.28%
2,775
92
$520K 0.28%
5,168
+416
93
$515K 0.27%
9,677
+3,586
94
$491K 0.26%
8,034
+3,029
95
$485K 0.26%
3,920
96
$479K 0.25%
1,703
+57
97
$462K 0.24%
18,126
+925
98
$456K 0.24%
16,430
+6,371
99
$450K 0.24%
5,053
+389
100
$447K 0.24%
1,584
+496
2 3
4
5 6