LWA
Lantern Wealth Advisors Portfolio holdings
AUM
$168M
This Quarter Return
+2.11%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(-3.1%)
Cap. Flow
-$2M
Cap. Flow
% of AUM
-1.45%
Top 10 Holdings %
Top 10 Hldgs %
36.08%
Holding
139
New
11
Increased
44
Reduced
50
Closed
9
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.36M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$769K |
| 3 |
CrowdStrike
CRWD
|
$663K |
| 4 |
Shopify
SHOP
|
$393K |
| 5 |
NextEra Energy, Inc.
NEE
|
$283K |
Top Sells
| 1 |
CVS Health
CVS
|
$949K |
| 2 |
Paychex
PAYX
|
$845K |
| 3 |
Eli Lilly
LLY
|
$832K |
| 4 |
IBM
IBM
|
$788K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$650K |
Sector Composition
| 1 | Financials | 12.89% |
| 2 | Technology | 12.44% |
| 3 | Healthcare | 6.45% |
| 4 | Communication Services | 6.4% |
| 5 | Consumer Discretionary | 5.96% |
