LA
LexAurum Advisors Portfolio holdings
AUM
$633M
1-Year Return
13.87%
This Quarter Return
+1.62%
1 Year Return
+13.87%
3 Year Return
+49.21%
5 Year Return
+76.07%
10 Year Return
–
AUM
$410M
AUM Growth
+$12M
(+3%)
Cap. Flow
+$7.91M
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
29.29%
Holding
319
New
17
Increased
142
Reduced
107
Closed
20
Top Buys
| 1 |
FT Vest Growth-100 Buffer ETF March
QMAR
|
$3.02M |
| 2 |
Avantis Core Fixed Income ETF
AVIG
|
$1.9M |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$1.11M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$901K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$834K |
Top Sells
Sector Composition
| 1 | Financials | 8.38% |
| 2 | Technology | 8.27% |
| 3 | Healthcare | 4.63% |
| 4 | Consumer Discretionary | 2.44% |
| 5 | Communication Services | 1.86% |
