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
$376M
AUM Growth
-$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$10.2M
3
+$9.25M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$5.95M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.23M

Top Sells

1
+$31.7M
2
+$14.8M
3
+$6.94M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.31M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.79M

Sector Composition

1 Technology 7.95%
2 Healthcare 5.88%
3 Financials 5.46%
4 Consumer Staples 3.98%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
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