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
$266M
AUM Growth
-$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Sells

1 +$6.57M
2 +$6.38M
3 +$5.15M
4
TRAK icon
ReposiTrak
TRAK
+$5.15M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.42M

Sector Composition

1 Energy 9.43%
2 Consumer Staples 6.38%
3 Technology 4.82%
4 Healthcare 4.77%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-47,823
152
-15,000
153
-9,191
154
-15,845