LWA
Lantern Wealth Advisors Portfolio holdings
AUM
$168M
This Quarter Return
+11.17%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.25%
Holding
115
New
115
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.21M |
| 2 |
Avantis US Equity ETF
AVUS
|
$7.62M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$6.45M |
| 4 |
Blackstone
BX
|
$4.85M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
$4.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 13.75% |
| 2 | Technology | 13.06% |
| 3 | Healthcare | 8.63% |
| 4 | Consumer Discretionary | 6.48% |
| 5 | Communication Services | 5.81% |
