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LVW Advisors Portfolio holdings

AUM $1.03B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$2.81M
3
+$2.16M
4
ENVX icon
Enovix
ENVX
+$1.59M
5
WCLD
WisdomTree Cloud Computing Fund
WCLD
+$1.54M

Top Sells

1
+$3.47M
2
+$2.74M
3
+$2.13M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.84M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.71M

Sector Composition

1 Technology 11.71%
2 Healthcare 7.97%
3 Financials 6.74%
4 Industrials 5.56%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$158K 0.03%
15,168
-1,474
227
$154K 0.03%
10,988
-1,461
228
$103K 0.02%
25,000
229
$100K 0.02%
12,124
230
– –
-1,835
231
– –
-2,543
232
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-544
233
– –
-4,613
234
– –
-9,415
235
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-8,047
236
– –
-7,059
237
– –
-3,999
238
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-5,560
239
– –
-30,000
240
– –
-523
241
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-3,022
242
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-471
243
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-963
244
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-2,297
245
– –
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246
– –
-6,918
247
– –
-3,899
248
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-2,306
249
– –
-1,432
250
– –
-1,594
7 8 9
10
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