LW
Lauer Wealth Portfolio holdings
AUM
$132M
1-Year Est. Return
23.59%
1 Year Est. Return
+23.59%
AUM
$132M
AUM Growth
-$4.39M
(-3.2%)
Holding
68
Top Buys
| 1 | +$861K | |
| 2 | +$491K | |
| 3 | +$387K | |
| 4 |
ETHA
iShares Ethereum Trust ETF
ETHA
|
+$357K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$337K |
Top Sells
| 1 | +$1.73M | |
| 2 | +$722K | |
| 3 | +$536K | |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$497K |
| 5 |
Tesla
TSLA
|
+$453K |
Sector Composition
| 1 | Consumer Discretionary | 8.84% |
| 2 | Technology | 4.73% |
| 3 | Industrials | 3.81% |
| 4 | Financials | 1.84% |
| 5 | Healthcare | 1.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional US Marketwide Value ETF
DFUV
$13.4B
| $216K | 0.16% |
4,500
|
|
||
52
Invesco Value Municipal Income Trust
IIM
$573M
| $207K | 0.15% |
16,500
|
|
||
53
Strive Inc
ASST
$1.09B
| $101K | 0.08% |
+100,000
|
|
||
|
CGC
54
Canopy Growth
CGC
$450M
| $65.1K | 0.05% |
50,500
|
|
||
55
2x Bitcoin Strategy ETF
BITX
$1.45B
| – | – |
-10,437
|
|
||
56
Horizon Bancorp
HBNC
$897M
| – | – |
-15,265
|
|
||
57
Netflix
NFLX
$365B
| – | – |
-1,700
|
|
||
58
Nutanix
NTNX
$11.6B
| – | – |
-5,500
|
|
||
59
Palo Alto Networks
PANW
$126B
| – | – |
-1,418
|
|
||
60
Qualcomm
QCOM
$167B
| – | – |
-2,205
|
|
||
61
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.36B
| – | – |
-6,681
|
|
||
|
CLSKW
62
CleanSpark Inc Warrant
CLSKW
$394K
| – | – |
0
|
|
||
|
ZVOL
63
Volatility Premium Plus ETF
ZVOL
$13.1M
| – | – |
0
|
|
||
|
SOLT
64
2x Solana ETF
SOLT
$280M
| – | – |
-37,472
|
|
||
|
VOYG
65
Voyager Technologies
VOYG
$2.17B
| – | – |
-9,200
|
|