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
$150M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Sells

1 +$7.85M
2 +$4.93M
3 +$3.99M
4
TSLA icon
Tesla
TSLA
+$720K
5
SOFI icon
SoFi Technologies
SOFI
+$382K

Sector Composition

1 Consumer Discretionary 15%
2 Technology 1.91%
3 Communication Services 0.91%
4 Financials 0.47%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$456K 0.31%
11,150
+500
27
$385K 0.26%
2,276
28
$369K 0.25%
4,667
29
$337K 0.23%
+6,350
30
$259K 0.17%
5,760
-243
31
$247K 0.17%
+5,910
32
$219K 0.15%
4,553
33
$219K 0.15%
+28,580
34
$203K 0.14%
5,085
-513
35
$202K 0.13%
+7,140
36
$190K 0.13%
+15,986
37
0
38
-6,046
39
0
40
-1,481
41
-34,097
42
-10,370
43
-20,250
44
-1,763
45
-5,125