LW
Lauer Wealth Portfolio holdings
AUM
$119M
1-Year Return
29.42%
This Quarter Return
+13.52%
1 Year Return
+29.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
-$10.1M
(-7.8%)
Cap. Flow
-$23.1M
Cap. Flow
% of AUM
-19.4%
Top 10 Holdings %
Top 10 Hldgs %
79.51%
Holding
68
New
13
Increased
13
Reduced
19
Closed
13
Top Buys
| 1 |
Eos Energy Enterprises
EOSE
|
$2.79M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.06M |
| 3 |
Advanced Micro Devices
AMD
|
$1.02M |
| 4 |
Amazon
AMZN
|
$762K |
| 5 |
BMNR
BitMine Immersion Technologies, Inc.
BMNR
|
$631K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$8.09M |
| 2 |
Dimensional US Large Cap Value ETF
DFLV
|
$7.51M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$4.07M |
| 4 |
WisdomTree US MidCap Fund
EZM
|
$2.65M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
$1.46M |
Sector Composition
| 1 | Consumer Discretionary | 8.07% |
| 2 | Technology | 5.1% |
| 3 | Industrials | 2.99% |
| 4 | Financials | 1.07% |
| 5 | Communication Services | 0.38% |
