LW
Lauer Wealth Portfolio holdings
AUM
$136M
1-Year Est. Return
38.45%
1 Year Est. Return
+38.45%
AUM
$119M
AUM Growth
-$10.1M
(-7.8%)
Holding
68
Top Buys
| 1 | +$2.79M | |
| 2 | +$2.06M | |
| 3 | +$1.02M | |
| 4 |
Amazon
AMZN
|
+$762K |
| 5 |
BMNR
BitMine Immersion Technologies
BMNR
|
+$631K |
Top Sells
| 1 | +$8.09M | |
| 2 | +$7.51M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TEM
51
Tempus AI
TEM
$14.8B
| – | – |
0
|
|
||
52
SPDR S&P Homebuilders ETF
XHB
$1.81B
| – | – |
-11,830
|
|
||
53
Vanguard Growth ETF
VUG
$196B
| – | – |
-1,920
|
|
||
54
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
| – | – |
-14,105
|
|
||
55
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.2B
| – | – |
-6,051
|
|
||
56
TSMC
TSM
$1.5T
| – | – |
0
|
|
||
57
SoFi Technologies
SOFI
$32.6B
| – | – |
-25,057
|
|
||
58
Super Micro Computer
SMCI
$31.2B
| – | – |
-9,250
|
|
||
59
Nutanix
NTNX
$18.6B
| – | – |
0
|
|
||
60
iShares Core S&P Small-Cap ETF
IJR
$85.7B
| – | – |
-7,768
|
|
||
61
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
| – | – |
-34,140
|
|
||
62
Dimensional US Large Cap Value ETF
DFLV
$4.22B
| – | – |
-258,150
|
|
||
|
63
Dimensional US Targeted Value ETF
DFAT
$11.5B
| – | – |
-29,555
|
|
||
64
CVS Health
CVS
$104B
| – | – |
-4,548
|
|
||
|
CGC
65
Canopy Growth
CGC
$412M
| – | – |
0
|
|
||
66
ARK Innovation ETF
ARKK
$8.91B
| – | – |
0
|
|
||
67
ARK Genomic Revolution ETF
ARKG
$1.23B
| – | – |
-27,218
|
|