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
$442M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$4.89M
2 +$3.35M
3 +$2.03M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.95M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.35M

Top Sells

1 +$3.23M
2 +$2.59M
3 +$1.45M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.26M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.19M

Sector Composition

1 Technology 7.4%
2 Financials 5.62%
3 Healthcare 5.21%
4 Consumer Staples 3.52%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,140