LW

Lauer Wealth Portfolio holdings

AUM $132M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
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
+$949K
2
+$494K
3
+$436K
4
ETHA
iShares Ethereum Trust ETF
ETHA
+$399K
5
ETHU
2x Ether ETF
ETHU
+$360K

Top Sells

1
+$1.73M
2
+$722K
3
+$536K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$485K
5
TSLA icon
Tesla
TSLA
+$461K

Sector Composition

1 Consumer Discretionary 8.84%
2 Technology 4.9%
3 Industrials 3.81%
4 Financials 1.66%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEM
26
Tempus AI
TEM
$9.5B
$677K 0.51%
9,900
-1,300
UNH icon
27
UnitedHealth
UNH
$257B
$631K 0.48%
1,818
+47
SPY icon
28
State Street SPDR S&P 500 ETF Trust
SPY
$679B
$627K 0.48%
910
-17
AAPL icon
29
Apple
AAPL
$3.83T
$525K 0.4%
2,028
MSTR icon
30
Strategy Inc
MSTR
$46.1B
$484K 0.37%
2,901
-674
NVDL icon
31
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.43B
$433K 0.33%
5,005
+990
DFDV
32
DeFi Development Corp
DFDV
$135M
$419K 0.32%
60,600
-5,510
PATH icon
33
UiPath
PATH
$6.38B
$416K 0.32%
24,650
+1,000
ETHU
34
2x Ether ETF
ETHU
$869M
$413K 0.31%
6,970
+4,250
XLK icon
35
State Street Technology Select Sector SPDR ETF
XLK
$89B
$402K 0.31%
2,787
+417
MSFT icon
36
Microsoft
MSFT
$3T
$378K 0.29%
790
-615
VGT icon
37
Vanguard Information Technology ETF
VGT
$111B
$353K 0.27%
468
+6
URA icon
38
Global X Uranium ETF
URA
$7.27B
$324K 0.25%
6,547
+1,700
ARKB icon
39
ARK 21Shares Bitcoin ETF
ARKB
$1.13B
$321K 0.24%
10,650
+950
UPS icon
40
United Parcel Service
UPS
$85.7B
$313K 0.24%
2,928
-375
CLSK icon
41
CleanSpark
CLSK
$2.48B
$312K 0.24%
26,000
QBTS icon
42
D-Wave Quantum
QBTS
$7.04B
$307K 0.23%
10,500
ALB icon
43
Albemarle
ALB
$20B
$291K 0.22%
+1,839
IONQ icon
44
IonQ
IONQ
$12.7B
$258K 0.2%
5,107
+255
ARKQ icon
45
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.01B
$257K 0.19%
2,022
+6
ARKK icon
46
ARK Innovation ETF
ARKK
$6.56B
$249K 0.19%
+3,087
SLV icon
47
iShares Silver Trust
SLV
$43.8B
$237K 0.18%
+3,399
VZ icon
48
Verizon
VZ
$213B
$233K 0.18%
+5,735
CIFR icon
49
Cipher Digital Inc. Common Stock
CIFR
$5.76B
$232K 0.18%
+14,000
SMR icon
50
NuScale Power
SMR
$3.93B
$224K 0.17%
11,388
+2,326
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