We are live on ! Find out more
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
101
$443K 0.23%
12,781
+4,029
102
$439K 0.23%
6,151
+2
103
$425K 0.23%
7,856
+718
104
$416K 0.22%
+12,192
105
$411K 0.22%
11,775
106
$402K 0.21%
2,206
-300
107
$398K 0.21%
10,060
+324
108
$398K 0.21%
3,100
+200
109
$396K 0.21%
+2,811
110
$394K 0.21%
8,034
+632
111
$363K 0.19%
10,618
+3,712
112
$361K 0.19%
2,800
113
$331K 0.18%
+358
114
$329K 0.17%
+4,193
115
$328K 0.17%
5,100
116
$319K 0.17%
2,634
+88
117
$316K 0.17%
+7,460
118
$306K 0.16%
2,247
119
$303K 0.16%
2,937
-1,235
120
$298K 0.16%
+1,003,583
121
$291K 0.15%
1,392
122
$289K 0.15%
9,230
-1,124
123
$285K 0.15%
11,675
124
$273K 0.14%
+1,600
125
$273K 0.14%
1,000
3 4
5
6 7