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
$495M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$2.63M
3
+$2.37M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.61M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$746K

Top Sells

1
+$2.71M
2
+$2.25M
3
+$2.23M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.22M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.88M

Sector Composition

1 Technology 11.66%
2 Healthcare 8.11%
3 Financials 5.5%
4 Industrials 5.38%
5 Consumer Staples 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
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