LA
LVW Advisors Portfolio holdings
AUM
$893M
This Quarter Return
-11.2%
1 Year Return
+14.96%
3 Year Return
+54.51%
5 Year Return
+88.33%
10 Year Return
+157.12%
AUM
$296M
AUM Growth
+$296M
(-17%)
Cap. Flow
-$96.5M
Cap. Flow
% of AUM
-32.58%
Top 10 Holdings %
Top 10 Hldgs %
43.61%
Holding
174
New
18
Increased
60
Reduced
58
Closed
13
Top Buys
Top Sells
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$87.9M |
| 2 |
Vanguard Growth ETF
VUG
|
$10.3M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.59M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.72M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.56M |
Sector Composition
| 1 | Technology | 7.41% |
| 2 | Healthcare | 5.7% |
| 3 | Consumer Staples | 5.15% |
| 4 | Financials | 5.1% |
| 5 | Energy | 4.08% |
