LA

LVW Advisors Portfolio holdings

AUM $966M
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$7.04M
3 +$3.42M
4
T icon
AT&T
T
+$2.35M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.34M

Top Sells

1 +$6.91M
2 +$5.1M
3 +$4.08M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$3.95M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.47M

Sector Composition

1 Technology 10.24%
2 Healthcare 7.05%
3 Consumer Discretionary 5.31%
4 Financials 5.17%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,989
227
-5,956
228
-487
229
-14,230
230
-7,850
231
-1,896
232
-868