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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
$816M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$10.2M
3
+$3.16M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$2.96M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.66M

Top Sells

1
+$3.84M
2
+$2.85M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.08M
5
AVGO icon
Broadcom
AVGO
+$1.04M

Sector Composition

1 Technology 10.64%
2 Financials 6.4%
3 Healthcare 3.81%
4 Industrials 3.57%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$203K 0.02%
2,600
302
$193K 0.02%
15,486
+1,264
303
$180K 0.02%
13,415
-241
304
$166K 0.02%
+11,936
305
$111K 0.01%
+10,000
306
$100K 0.01%
+60,000
307
$19.6K ﹤0.01%
10,962
-2,740
308
– –
-2,910
309
– –
-11,002
310
– –
-790
311
– –
-8,047
312
– –
-2,012
313
– –
-12,333
314
– –
-1,812
315
– –
-10,454
316
– –
-509
317
– –
-559
318
– –
-9,370
319
– –
-9,790
320
– –
-290
321
– –
-4,426
322
– –
-4,561
323
– –
-2,925
324
– –
-47,730
325
– –
-9,906
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