LW
Lauer Wealth Portfolio holdings
AUM
$119M
This Quarter Return
+10.6%
1 Year Return
+29.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$79.9M
AUM Growth
–
Cap. Flow
+$79.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.07%
Holding
42
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$11.8M |
| 2 |
iShares Morningstar Value ETF
ILCV
|
$9.07M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$6.56M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$6.47M |
| 5 |
Tesla
TSLA
|
$6.25M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 7.82% |
| 2 | Healthcare | 3.13% |
| 3 | Communication Services | 2.37% |
| 4 | Technology | 1.84% |
| 5 | Financials | 1.1% |
