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
$414M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.72M
3
+$2.58M
4
MDT icon
Medtronic
MDT
+$2.29M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$1.97M

Top Sells

1
+$15.8M
2
+$12.3M
3
+$8.53M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.42M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.47M

Sector Composition

1 Technology 10.07%
2 Healthcare 7.23%
3 Financials 5.49%
4 Consumer Discretionary 4.89%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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