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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
51
$278K 0.2%
3,303
+109
52
$244K 0.18%
+2,016
53
$240K 0.18%
15,265
54
$209K 0.15%
16,500
-300
55
$205K 0.15%
1,700
56
$201K 0.15%
4,500
-1,650
57
$73.7K 0.05%
+50,500
58
– –
-3,086
59
– –
-1,201
60
– –
-6,333
61
– –
-30,770
62
– –
0
1 2
3