LW
Lauer Wealth Portfolio holdings
AUM
$132M
1-Year Est. Return
24.06%
This Fund
S&P 500
1 Year Est. Return
+24.06%
AUM
$136M
AUM Growth
+$16.8M
(+14%)
Holding
64
Top Buys
| 1 | +$1.11M | |
| 2 | +$1.1M | |
| 3 | +$818K | |
| 4 |
TEM
Tempus AI
TEM
|
+$784K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$696K |
Top Sells
| 1 | +$1.95M | |
| 2 | +$1.35M | |
| 3 | +$1.13M | |
| 4 |
Advanced Micro Devices
AMD
|
+$1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
United Parcel Service
UPS
$85.4B
| $278K | 0.2% |
3,303
+109
|
|
||
52
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.99B
| $244K | 0.18% |
+2,016
|
|
||
53
Horizon Bancorp
HBNC
$815M
| $240K | 0.18% |
15,265
|
|
||
54
Invesco Value Municipal Income Trust
IIM
$606M
| $209K | 0.15% |
16,500
-300
|
|
||
55
Netflix
NFLX
$401B
| $205K | 0.15% |
1,700
|
|
||
56
Dimensional US Marketwide Value ETF
DFUV
$13.4B
| $201K | 0.15% |
4,500
-1,650
|
|
||
|
CGC
57
Canopy Growth
CGC
$401M
| $73.7K | 0.05% |
+50,500
|
|
||
58
GraniteShares 2x Long AMD Daily ETF
AMDL
$569M
| – | – |
-30,770
|
|
||
|
CLSKW
59
CleanSpark Inc Warrant
CLSKW
$279K
| – | – |
0
|
|
||
60
Estee Lauder
EL
$33.4B
| – | – |
-3,086
|
|
||
61
Alphabet (Google) Class C
GOOG
$3.72T
| – | – |
-1,201
|
|
||
62
UGI
UGI
$7.96B
| – | – |
-6,333
|
|