LA
LVW Advisors Portfolio holdings
AUM
$893M
This Quarter Return
-12.39%
1 Year Return
+14.96%
3 Year Return
+54.51%
5 Year Return
+88.33%
10 Year Return
+157.12%
AUM
$477M
AUM Growth
+$477M
(-16%)
Cap. Flow
-$10.6M
Cap. Flow
% of AUM
-2.22%
Top 10 Holdings %
Top 10 Hldgs %
40.81%
Holding
251
New
22
Increased
83
Reduced
103
Closed
26
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$15.9M |
| 2 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$4.2M |
| 3 |
Anebulo Pharmaceuticals
ANEB
|
$3.64M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$2.43M |
| 5 |
Chevron
CVX
|
$2.21M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$17.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$8.24M |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
$3.41M |
| 4 |
Schwab International Equity ETF
SCHF
|
$3.16M |
| 5 |
Vanguard Growth ETF
VUG
|
$2.84M |
Sector Composition
| 1 | Technology | 10.65% |
| 2 | Healthcare | 10.17% |
| 3 | Financials | 6.47% |
| 4 | Industrials | 5.74% |
| 5 | Consumer Staples | 4.84% |
