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LexAurum Advisors Portfolio holdings

AUM $866M
This Fund
S&P 500
This Quarter Est. Return
+5.15%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$22M
Cap. Flow
+$10.6M
Cap. Flow %
3.52%
Top 10 Hldgs %
32.58%
Holding
271
New
21
Increased
113
Reduced
93
Closed
17
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NSC icon
226
Norfolk Southern
NSC
$75.4B
$226K 0.08%
1,065
+4
+0.4% +$925
FSLR icon
227
First Solar
FSLR
$22.7B
$222K 0.07%
+1,020
New +$186K
TAN icon
228
Invesco Solar ETF
TAN
$1.42B
$217K 0.07%
2,795
-120
-4% -$9.2K
HEFA icon
229
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.5B
$216K 0.07%
+7,336
New +$212K
UFOX
230
Defiance Space and Connective Tech ETF
UFOX
$835M
$216K 0.07%
+6,587
New +$211K
CTR
231
DELISTED
ClearBridge MLP and Midstream Total Return Fund Inc.
CTR
$215K 0.07%
7,449
NKE icon
232
Nike
NKE
$61.9B
$213K 0.07%
1,734
ITA icon
233
iShares US Aerospace & Defense ETF
ITA
$14.2B
$211K 0.07%
+1,829
New +$208K
GE icon
234
GE Aerospace
GE
$374B
$209K 0.07%
+2,739
New +$183K
HTLD icon
235
Heartland Express
HTLD
$948M
$207K 0.07%
13,000
IYC icon
236
iShares US Consumer Discretionary ETF
IYC
$1.17B
$206K 0.07%
+3,183
New +$200K
USB icon
237
US Bancorp
USB
$98.2B
$205K 0.07%
5,687
SCHF icon
238
Schwab International Equity ETF
SCHF
$66.6B
$204K 0.07%
11,752
-14,504
-55% -$248K
BND icon
239
Vanguard Total Bond Market
BND
$157B
$204K 0.07%
2,767
-3,778
-58% -$276K
VZ icon
240
Verizon
VZ
$195B
$203K 0.07%
+5,232
New +$206K
VMO icon
241
Invesco Municipal Opportunity Trust
VMO
$651M
$198K 0.07%
20,170
JPS
242
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
$182K 0.06%
28,243
+59
+0.2% +$416
EVN
243
Eaton Vance Municipal Income Trust
EVN
$414M
$156K 0.05%
15,424
+184
+1% +$1.89K
FFC
244
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$777M
$138K 0.05%
10,000
MQT
245
DELISTED
BlackRock MuniYield Quality Fund II
MQT
$120K 0.04%
11,547
+124
+1% +$1.3K
PGEN icon
246
Precigen
PGEN
$2.24B
$110K 0.04%
103,966
-6,005
-5% -$8.66K
PML
247
PIMCO Municipal Income Fund II
PML
$485M
$109K 0.04%
11,628
-3,400
-23% -$31.4K
NUV icon
248
Nuveen Municipal Value Fund
NUV
$1.92B
$103K 0.03%
11,725
NGL icon
249
NGL Energy Partners
NGL
$2.05B
$85.1K 0.03%
29,335
FSCO
250
FS Credit Opportunities Corp
FSCO
$1B
$53.3K 0.02%
+11,995
New +$55.8K

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LexAurum Advisors's Q1 2023 Portfolio in Review

As of Q1 2023, LexAurum Advisors held 271 positions worth $301M, up 7.9% from $279M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

LexAurum Advisors deployed $10.6M of net new capital in Q1 2023, opening 21 new positions and adding to 113 existing holdings. Its largest new stake was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 43,446 shares worth $3.99M.

By sector, the portfolio is most concentrated in Financials at 7.4% of assets, down from 8% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was iShares ESG Aware MSCI USA ETF, an estimated $911K trimmed.

  • LexAurum Advisors's largest Q1 2023 buy was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 43,446 shares worth $3.99M.
  • LexAurum Advisors added most to Schwab US Dividend Equity ETF in Q1 2023, an estimated $1.31M increase.
  • LexAurum Advisors's biggest Q1 2023 reduction was iShares ESG Aware MSCI USA ETF, cutting an estimated $911K.
  • LexAurum Advisors fully exited State Street Blackstone Senior Loan ETF in Q1 2023, selling an estimated $1.5M.
  • LexAurum Advisors's ten largest holdings make up 33% of its $301M portfolio in Q1 2023.
  • LexAurum Advisors opened 21 new positions and closed 17 in Q1 2023.
  • LexAurum Advisors's portfolio value rose 7.9% quarter-over-quarter to $301M.

Based on LexAurum Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.