LA

LVW Advisors Portfolio holdings

AUM $987M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$830M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$12.4M
3
+$10.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$8.88M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$6.78M

Top Sells

1
+$13.3M
2
+$9.92M
3
+$6.85M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$4.02M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.51M

Sector Composition

1 Technology 9.27%
2 Financials 6.62%
3 Healthcare 3.9%
4 Industrials 3.35%
5 Consumer Discretionary 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
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