LW
Lauer Wealth Portfolio holdings
AUM
$119M
This Quarter Return
-3.51%
1 Year Return
+29.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$92.3M
AUM Growth
+$92.3M
(-4.1%)
Cap. Flow
-$2.45M
Cap. Flow
% of AUM
-2.66%
Top 10 Holdings %
Top 10 Hldgs %
75.08%
Holding
47
New
2
Increased
12
Reduced
24
Closed
1
Top Buys
| 1 |
Dimensional US Large Cap Value ETF
DFLV
|
$5.51M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.61M |
| 3 |
Tesla
TSLA
|
$920K |
| 4 |
SoFi Technologies
SOFI
|
$252K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$139K |
Top Sells
| 1 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$6.13M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.8M |
| 3 |
PayPal
PYPL
|
$1.06M |
| 4 |
Verizon
VZ
|
$654K |
| 5 |
Citizens Financial Group
CFG
|
$178K |
Sector Composition
| 1 | Consumer Discretionary | 10.31% |
| 2 | Communication Services | 2.24% |
| 3 | Healthcare | 2.22% |
| 4 | Technology | 2.14% |
| 5 | Financials | 1.62% |
