Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17B
AUM Growth
+$956M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$910M
2
+$561M
3
+$94.7M
4
AAPL icon
Apple
AAPL
+$81.6M
5
MSFT icon
Microsoft
MSFT
+$77.5M

Top Sells

1
+$158M
2
+$75M
3
+$59M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$46.5M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$46.2M

Sector Composition

1 Technology 15.16%
2 Financials 4.97%
3 Healthcare 3.8%
4 Consumer Discretionary 3.5%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
51
Visa
V
$651B
$59.7M 0.27%
170,214
+34,254
GS icon
52
Goldman Sachs
GS
$234B
$58.6M 0.26%
107,217
+9,309
XLG icon
53
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$56.8M 0.26%
1,234,143
+23,298
DGRW icon
54
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$54.4M 0.24%
680,618
-739,350
AGG icon
55
iShares Core US Aggregate Bond ETF
AGG
$133B
$54M 0.24%
545,951
-46,150
EPS icon
56
WisdomTree US LargeCap Fund
EPS
$1.24B
$53.6M 0.24%
903,867
-340,610
SHY icon
57
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$53.6M 0.24%
647,344
+346,733
ESS icon
58
Essex Property Trust
ESS
$16.6B
$52.5M 0.24%
169,857
+369
JNJ icon
59
Johnson & Johnson
JNJ
$463B
$52M 0.23%
313,411
+35,865
WMT icon
60
Walmart
WMT
$849B
$49.1M 0.22%
558,467
+184,424
BX icon
61
Blackstone
BX
$123B
$48M 0.22%
343,200
+55,233
IBDT icon
62
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$47.2M 0.21%
1,870,316
+698,641
MA icon
63
Mastercard
MA
$497B
$45.9M 0.21%
83,677
+15,683
VGT icon
64
Vanguard Information Technology ETF
VGT
$108B
$45.2M 0.2%
83,421
+7,292
MO icon
65
Altria Group
MO
$108B
$43.5M 0.2%
712,682
-63,737
IWL icon
66
iShares Russell Top 200 ETF
IWL
$1.86B
$42.3M 0.19%
307,929
+50,605
IWS icon
67
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$42.3M 0.19%
335,803
+39,851
PANW icon
68
Palo Alto Networks
PANW
$139B
$41.9M 0.19%
245,698
+35,967
MCK icon
69
McKesson
MCK
$96.5B
$41.5M 0.19%
61,612
+2,531
USMF icon
70
WisdomTree US Multifactor Fund
USMF
$387M
$40.9M 0.18%
825,202
-1,512,172
TSM icon
71
TSMC
TSM
$1.56T
$39.1M 0.18%
234,376
+24,727
FENY icon
72
Fidelity MSCI Energy Index ETF
FENY
$1.37B
$38.3M 0.17%
1,497,374
-164,136
DIS icon
73
Walt Disney
DIS
$198B
$37.2M 0.17%
377,369
+31,425
XLF icon
74
Financial Select Sector SPDR Fund
XLF
$53.2B
$36.7M 0.17%
737,545
+33,943
SCHW icon
75
Charles Schwab
SCHW
$170B
$36.7M 0.17%
468,613
+53,319
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3
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