LWA
Lantern Wealth Advisors Portfolio holdings
AUM
$168M
This Quarter Return
+8.08%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$168M
AUM Growth
–
Cap. Flow
+$168M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.05%
Holding
148
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$8.95M |
| 2 |
Apple
AAPL
|
$7.34M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$7.29M |
| 4 |
Blackstone
BX
|
$5.39M |
| 5 |
Vanguard Total Bond Market
BND
|
$4.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 12.91% |
| 2 | Technology | 11.17% |
| 3 | Communication Services | 6.27% |
| 4 | Consumer Discretionary | 6% |
| 5 | Healthcare | 5.17% |
