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
$235M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.72M
3
+$3.6M
4
KO icon
Coca-Cola
KO
+$2.23M
5
FFTY icon
Innovator IBD 50 ETF
FFTY
+$1.25M

Top Sells

1
+$3.86M
2
+$2.6M
3
+$1.12M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$899K
5
IBM icon
IBM
IBM
+$889K

Sector Composition

1 Technology 10.8%
2 Energy 9.57%
3 Healthcare 6.21%
4 Consumer Staples 4.95%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-2,843
152
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-6,595
153
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-13,000
154
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-16,372
155
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-5,791
156
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-37,430
157
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-1,981
158
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-1,440
159
– –
-15,000
160
– –
-6,600
3 4 5 6
7