LA

LexAurum Advisors Portfolio holdings

AUM $705M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$3.56M
3
+$1.28M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$826K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$782K

Top Sells

1
+$5M
2
+$1.59M
3
+$1.58M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.04M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$723K

Sector Composition

1 Financials 7.46%
2 Technology 7.06%
3 Healthcare 6.88%
4 Consumer Discretionary 3.04%
5 Energy 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
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