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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
126
$255K 0.14%
+8,134
127
$255K 0.14%
1,957
+86
128
$254K 0.13%
+2,907
129
$250K 0.13%
5,861
+708
130
$245K 0.13%
+2,889
131
$242K 0.13%
3,034
132
$242K 0.13%
9,104
+425
133
$240K 0.13%
4,721
+226
134
$228K 0.12%
380
-235
135
$228K 0.12%
+641
136
$225K 0.12%
4,551
+128
137
$224K 0.12%
51,770
+47,963
138
$224K 0.12%
+5,232
139
$222K 0.12%
2,299
-200
140
$221K 0.12%
11,492
-3,000
141
$218K 0.12%
+3,457
142
$216K 0.11%
+3,770
143
$216K 0.11%
1,894
-1,536
144
$213K 0.11%
10,000
145
$213K 0.11%
+4,067
146
$211K 0.11%
+380
147
$209K 0.11%
640
-656
148
$206K 0.11%
+5,000
149
$205K 0.11%
+2,799
150
$204K 0.11%
3,075
-81
3 4 5
6
7