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
$210M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$5.37M
3
+$4.99M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.96M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.39M

Top Sells

1
+$3.92M
2
+$2.64M
3
+$1.63M
4
PAGP icon
Plains GP Holdings
PAGP
+$1.01M
5
GIS icon
General Mills
GIS
+$777K

Sector Composition

1 Technology 12.84%
2 Energy 10.07%
3 Healthcare 6.71%
4 Industrials 5.15%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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164
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