LW

Lauer Wealth Portfolio holdings

AUM $132M
1-Year Est. Return 23.59%
This Quarter Est. Return
1 Year Est. Return
+23.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
-$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$491K
3
+$387K
4
ETHA
iShares Ethereum Trust ETF
ETHA
+$357K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$337K

Top Sells

1
+$1.73M
2
+$722K
3
+$536K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$497K
5
TSLA icon
Tesla
TSLA
+$453K

Sector Composition

1 Consumer Discretionary 8.84%
2 Technology 4.73%
3 Industrials 3.81%
4 Financials 1.84%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEM
26
Tempus AI
TEM
$11.6B
$677K 0.5%
9,900
-1,300
UNH icon
27
UnitedHealth
UNH
$323B
$631K 0.47%
1,818
+47
SPY icon
28
SPDR S&P 500 ETF Trust
SPY
$717B
$627K 0.47%
910
-17
AAPL icon
29
Apple
AAPL
$3.65T
$525K 0.39%
2,028
MSTR icon
30
Strategy Inc
MSTR
$47.2B
$484K 0.36%
2,901
-674
NVDL icon
31
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.28B
$433K 0.32%
5,005
+990
DFDV
32
DeFi Development Corp
DFDV
$177M
$419K 0.31%
60,600
-5,510
PATH icon
33
UiPath
PATH
$7.91B
$416K 0.31%
24,650
+1,000
ETHU
34
2x Ether ETF
ETHU
$1.49B
$413K 0.31%
6,970
+4,250
XLK icon
35
State Street Technology Select Sector SPDR ETF
XLK
$93.4B
$402K 0.3%
2,787
+417
MSFT icon
36
Microsoft
MSFT
$3.46T
$378K 0.28%
790
-615
VGT icon
37
Vanguard Information Technology ETF
VGT
$113B
$353K 0.26%
468
+6
URA icon
38
Global X Uranium ETF
URA
$7.3B
$324K 0.24%
6,547
+1,700
ARKB icon
39
ARK 21Shares Bitcoin ETF
ARKB
$1.43B
$321K 0.24%
10,650
+950
UPS icon
40
United Parcel Service
UPS
$91.6B
$313K 0.23%
2,928
-375
CLSK icon
41
CleanSpark
CLSK
$3.5B
$312K 0.23%
26,000
QBTS icon
42
D-Wave Quantum
QBTS
$9.48B
$307K 0.23%
10,500
ALB icon
43
Albemarle
ALB
$22.3B
$291K 0.22%
+1,839
IONQ icon
44
IonQ
IONQ
$16.7B
$258K 0.19%
5,107
+255
ARKQ icon
45
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.08B
$257K 0.19%
2,022
+6
ARKK icon
46
ARK Innovation ETF
ARKK
$7.32B
$249K 0.18%
+3,087
SLV icon
47
iShares Silver Trust
SLV
$53.5B
$237K 0.18%
+3,399
VZ icon
48
Verizon
VZ
$167B
$233K 0.17%
+5,735
CIFR icon
49
Cipher Mining
CIFR
$6.94B
$232K 0.17%
+14,000
SMR icon
50
NuScale Power
SMR
$5.59B
$224K 0.17%
11,388
+2,326
1
2
3