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
$570M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$2.97M
3 +$2.21M
4
WCLD icon
WisdomTree Cloud Computing Fund
WCLD
+$1.5M
5
ENVX icon
Enovix
ENVX
+$1.42M

Top Sells

1 +$3.44M
2 +$2.56M
3 +$2.13M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.82M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.68M

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
251
-3,999
252
-5,560