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

Top Buys

1
+$2.82M
2
+$2.53M
3
+$1.8M
4
V icon
Visa
V
+$838K
5
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
+$821K

Top Sells

1
+$2.68M
2
+$2.21M
3
+$2.01M
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
126
$447K 0.09%
6,394
+2,491
127
$441K 0.09%
1,609
+52
128
$434K 0.09%
1,255
-24
129
$433K 0.09%
3,951
-355
130
$429K 0.09%
806
+30
131
$418K 0.08%
+7,980
132
$414K 0.08%
1,960
+18
133
$413K 0.08%
13,618
134
$411K 0.08%
11,414
-25
135
$410K 0.08%
2,437
+664
136
$410K 0.08%
1,588
+351
137
$407K 0.08%
9,597
138
$400K 0.08%
4,200
139
$400K 0.08%
4,826
+920
140
$399K 0.08%
13,025
+4,938
141
$393K 0.08%
2,775
+242
142
$388K 0.08%
4,175
+104
143
$378K 0.08%
+76,527
144
$377K 0.08%
1,037
+37
145
$368K 0.07%
5,937
+2,310
146
$367K 0.07%
6,298
-217
147
$366K 0.07%
2,117
+77
148
$364K 0.07%
+16,000
149
$363K 0.07%
2,630
150
$359K 0.07%
2,544
-311
4 5
6
7 8