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
$129M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$6.09M
3
+$4.07M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.65M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$979K

Top Sells

1
+$17.1M
2
+$8.49M
3
+$3.39M
4
TSLL icon
Direxion Daily TSLA Bull 2X Shares
TSLL
+$3.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.16M

Sector Composition

1 Consumer Discretionary 6.92%
2 Technology 3.77%
3 Financials 0.43%
4 Communication Services 0.33%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,553
52
– –
0
53
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0
54
– –
0
55
– –
-2,276
56
– –
-5,085
57
– –
-5,910
58
– –
-337,190
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