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
$181M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$8.7M
3 +$5.86M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.72M
5
AAPL icon
Apple
AAPL
+$4.33M

Top Sells

No sells this quarter

Sector Composition

1 Energy 12.21%
2 Technology 12.03%
3 Healthcare 7.63%
4 Industrials 5.76%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$202K 0.11%
+3,415
152
$193K 0.11%
+15,000
153
$143K 0.08%
+13,000
154
$24K 0.01%
+15,000