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
$322M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.3M
2 +$2.24M
3 +$2.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.08M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.31M

Top Sells

1 +$8.56M
2 +$4.43M
3 +$2.85M
4
O icon
Realty Income
O
+$2.47M
5
KO icon
Coca-Cola
KO
+$2.45M

Sector Composition

1 Financials 8.59%
2 Technology 8.5%
3 Consumer Staples 6.38%
4 Healthcare 5%
5 Energy 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,904