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
$499M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.64M
3
+$1.82M
4
IPOF.U
Social Capital Hedosophia Holdings Corp. VI Units, each consisting of one Class A ordinary share and one-fourth of one redeemable warrant
IPOF.U
+$968K
5
V icon
Visa
V
+$896K

Top Sells

1
+$2.84M
2
+$2.43M
3
+$2.06M
4
WBA
Walgreens Boots Alliance
WBA
+$1.98M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.76M

Sector Composition

1 Technology 10.29%
2 Healthcare 6.67%
3 Financials 5.96%
4 Consumer Discretionary 5.21%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.84M 0.97%
147,932
-186
27
$4.7M 0.94%
46,554
+100
28
$4.55M 0.91%
30,658
+145
29
$4.46M 0.9%
75,941
+3,102
30
$4.44M 0.89%
92,403
-8,259
31
$4.17M 0.84%
19,451
+199
32
$4.16M 0.83%
112,866
-1,894
33
$4.1M 0.82%
46,760
+760
34
$3.84M 0.77%
85,713
-7,458
35
$3.83M 0.77%
69,406
+3,132
36
$3.68M 0.74%
25,172
+385
37
$3.63M 0.73%
23,560
-836
38
$3.57M 0.72%
38,754
+672
39
$3.35M 0.67%
12,610
+274
40
$3.22M 0.65%
21,624
+82
41
$3.14M 0.63%
144,744
+18,438
42
$3.09M 0.62%
43,225
-8,603
43
$3.08M 0.62%
26,317
+861
44
$3.06M 0.61%
14,687
+12,682
45
$2.91M 0.58%
57,996
-232
46
$2.9M 0.58%
25,110
-591
47
$2.89M 0.58%
12,558
+97
48
$2.81M 0.56%
+20,162
49
$2.74M 0.55%
66,813
-695
50
$2.69M 0.54%
30,640
+2,140
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