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
$410M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.9M
3
+$1.11M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$901K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$834K

Top Sells

1
+$1.27M
2
+$1.18M
3
+$971K
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$883K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$819K

Sector Composition

1 Financials 8.38%
2 Technology 8.27%
3 Healthcare 4.63%
4 Consumer Discretionary 2.44%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
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