LA
LexAurum Advisors Portfolio holdings
AUM
$633M
1-Year Est. Return
13.87%
1 Year Est. Return
+13.87%
AUM
$633M
AUM Growth
+$112M
(+21%)
Holding
376
Top Buys
| 1 | +$14M | |
| 2 | +$13.3M | |
| 3 | +$12.9M | |
| 4 |
QMFE
FT Vest Nasdaq-100 Moderate Buffer ETF - February
QMFE
|
+$7.5M |
| 5 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$7.39M |
Top Sells
| 1 | +$7.2M | |
| 2 | +$6.37M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Salesforce
CRM
$234B
| – | – |
-1,017
|
|