LW

Lauer Wealth Portfolio holdings

AUM $125M
1-Year Est. Return 24.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.1M
3
+$818K
4
TEM
Tempus AI
TEM
+$784K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$696K

Top Sells

1
+$1.95M
2
+$1.35M
3
+$1.13M
4
AMD icon
Advanced Micro Devices
AMD
+$1M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$815K

Sector Composition

1 Consumer Discretionary 8.47%
2 Technology 6.04%
3 Industrials 5.19%
4 Financials 2.57%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$722K 0.53%
+1,874
27
$721K 0.53%
1,405
-100
28
$695K 0.51%
13,466
-1,912
29
$640K 0.47%
1,771
+569
30
$617K 0.45%
927
-104
31
$603K 0.44%
26,000
-119,500
32
$558K 0.41%
36,430
+4,230
33
$536K 0.39%
10,437
+5,825
34
$506K 0.37%
2,028
-25
35
$484K 0.36%
9,062
+955
36
$470K 0.35%
10,500
-150
37
$453K 0.33%
+15,037
38
$425K 0.31%
6,681
+712
39
$395K 0.29%
23,650
-68,200
40
$373K 0.27%
+5,500
41
$359K 0.26%
+2,205
42
$359K 0.26%
9,700
+100
43
$351K 0.26%
4,852
+255
44
$348K 0.26%
462
+15
45
$346K 0.25%
4,015
+1,210
46
$339K 0.25%
+9,200
47
$337K 0.25%
2,370
-100
48
$314K 0.23%
+2,720
49
$293K 0.22%
+1,418
50
$282K 0.21%
+4,847
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