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
$286M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$4.47M
2 +$2.35M
3 +$2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.27M
5
VUG icon
Vanguard Growth ETF
VUG
+$925K

Top Sells

1 +$21.7M
2 +$6.55M
3 +$4.95M
4
NSC icon
Norfolk Southern
NSC
+$2.77M
5
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$2.31M

Sector Composition

1 Energy 8.56%
2 Technology 6.27%
3 Consumer Staples 6.05%
4 Healthcare 5.31%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9,310
152
0
153
-1,481