LA
LexAurum Advisors Portfolio holdings
AUM
$633M
This Quarter Return
+7.19%
1 Year Return
+13.87%
3 Year Return
+49.21%
5 Year Return
+76.07%
10 Year Return
–
AUM
$633M
AUM Growth
+$633M
(+21%)
Cap. Flow
+$82.8M
Cap. Flow
% of AUM
13.07%
Top 10 Holdings %
Top 10 Hldgs %
31.21%
Holding
376
New
30
Increased
173
Reduced
112
Closed
15
Top Buys
Top Sells
| 1 |
VanEck Gold Miners ETF
GDX
|
$7.2M |
| 2 |
QMNV
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
|
$6.37M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$4.84M |
| 4 |
JPMorgan Diversified Return International Equity ETF
JPIN
|
$2.08M |
| 5 |
NVIDIA
NVDA
|
$1.88M |
Sector Composition
| 1 | Financials | 6.7% |
| 2 | Technology | 5.81% |
| 3 | Healthcare | 2.74% |
| 4 | Materials | 2.72% |
| 5 | Consumer Discretionary | 1.96% |
