LA

LVW Advisors Portfolio holdings

AUM $987M
1-Year Est. Return 17.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.39%
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
+$5.65M
2
+$5.08M
3
+$4.97M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.03M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.3M

Top Sells

1
+$1.63M
2
+$777K
3
+$647K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$636K
5
PGJ icon
Invesco Golden Dragon China ETF
PGJ
+$566K

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
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