LA
LVW Advisors Portfolio holdings
AUM
$893M
This Quarter Return
+5.66%
1 Year Return
+14.96%
3 Year Return
+54.51%
5 Year Return
+88.33%
10 Year Return
+157.12%
AUM
$342M
AUM Growth
+$342M
(+36%)
Cap. Flow
+$81.2M
Cap. Flow
% of AUM
23.71%
Top 10 Holdings %
Top 10 Hldgs %
50.77%
Holding
150
New
9
Increased
61
Reduced
35
Closed
4
Top Buys
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$860K |
| 2 |
Targa Resources
TRGP
|
$591K |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$551K |
| 4 |
ENLC
ENLINK MIDSTREAM, LLC
ENLC
|
$431K |
| 5 |
Williams Companies
WMB
|
$416K |
Sector Composition
| 1 | Financials | 10.49% |
| 2 | Consumer Staples | 8.29% |
| 3 | Technology | 7.1% |
| 4 | Healthcare | 5.38% |
| 5 | Energy | 3.05% |
