LW

Lauer Wealth Portfolio holdings

AUM $136M
1-Year Est. Return 38.45%
This Quarter Est. Return
1 Year Est. Return
+38.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.07M
3
+$6.56M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.47M
5
TSLA icon
Tesla
TSLA
+$6.25M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 7.82%
2 Healthcare 3.13%
3 Communication Services 2.37%
4 Technology 1.84%
5 Financials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$444K 0.56%
+11,906
27
$434K 0.54%
+5,411
28
$416K 0.52%
+11,327
29
$412K 0.52%
+3,499
30
$408K 0.51%
+22,367
31
$382K 0.48%
+5,500
32
$378K 0.47%
+6,895
33
$343K 0.43%
+10,220
34
$320K 0.4%
+2,279
35
$318K 0.4%
+1,373
36
$312K 0.39%
+757
37
$309K 0.39%
+37,217
38
$210K 0.26%
+4,030
39
$107K 0.13%
+31,545
40
$83.3K 0.1%
+26,598
41
– –
0
42
– –
0
1
2