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LVW Advisors Portfolio holdings

AUM $1.03B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$17.1M
2
+$13.3M
3
+$12.2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$11.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$8.92M

Top Sells

1
+$31.3M
2
+$14.8M
3
+$6.94M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.39M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.87M

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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