LA
LVW Advisors Portfolio holdings
AUM
$893M
1-Year Return
14.96%
This Quarter Return
-15.91%
1 Year Return
+14.96%
3 Year Return
+54.51%
5 Year Return
+88.33%
10 Year Return
+157.12%
AUM
$376M
AUM Growth
-$66M
(-15%)
Cap. Flow
-$6.55M
Cap. Flow
% of AUM
-1.74%
Top 10 Holdings %
Top 10 Hldgs %
45.68%
Holding
201
New
20
Increased
92
Reduced
37
Closed
40
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$15M |
| 2 |
Vanguard Russell 2000 ETF
VTWO
|
$10.2M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$9.25M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$5.95M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$3.23M |
Top Sells
Sector Composition
| 1 | Technology | 7.95% |
| 2 | Healthcare | 5.88% |
| 3 | Financials | 5.46% |
| 4 | Consumer Staples | 3.98% |
| 5 | Communication Services | 3.3% |
