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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
$451M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.08M
3
+$3.37M
4
T icon
AT&T
T
+$2.44M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.34M

Top Sells

1
+$6.93M
2
+$4.96M
3
+$4.03M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$3.96M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.48M

Sector Composition

1 Technology 10.24%
2 Healthcare 7.05%
3 Consumer Discretionary 5.31%
4 Financials 5.17%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
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