LA
LexAurum Advisors Portfolio holdings
AUM
$633M
1-Year Return
13.87%
This Quarter Return
-0.81%
1 Year Return
+13.87%
3 Year Return
+49.21%
5 Year Return
+76.07%
10 Year Return
–
AUM
$339M
AUM Growth
+$1.01M
(+0.3%)
Cap. Flow
+$4.33M
Cap. Flow
% of AUM
1.28%
Top 10 Holdings %
Top 10 Hldgs %
27.73%
Holding
291
New
10
Increased
142
Reduced
71
Closed
16
Top Buys
| 1 |
First Trust Managed Municipal ETF
FMB
|
$1.77M |
| 2 |
iShares Residential and Multisector Real Estate ETF
REZ
|
$1.29M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
$881K |
| 4 |
Invesco QQQ Trust
QQQ
|
$679K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$661K |
Top Sells
Sector Composition
| 1 | Financials | 6.42% |
| 2 | Technology | 5.87% |
| 3 | Healthcare | 5.28% |
| 4 | Energy | 3.23% |
| 5 | Consumer Discretionary | 2.8% |
