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
$443M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$5.9M
2 +$3M
3 +$2.18M
4
DE icon
Deere & Co
DE
+$1.96M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.88M

Top Sells

1 +$7.26M
2 +$3.77M
3 +$2.21M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.65M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.56M

Sector Composition

1 Technology 11%
2 Healthcare 9.74%
3 Financials 6.62%
4 Industrials 6.43%
5 Consumer Staples 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,568
227
-3,051
228
-2,702
229
-17,267
230
-535
231
-16,415
232
-1,554
233
-776