LWA

LifeGoal Wealth Advisors Portfolio holdings

AUM $105M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.79M
3
+$5.28M
4
GLOF icon
iShares Global Equity Factor ETF
GLOF
+$4.49M
5
BND icon
Vanguard Total Bond Market
BND
+$4.24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.54%
2 Communication Services 1.87%
3 Consumer Discretionary 0.53%
4 Energy 0.39%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1,000K 1.08%
+38,567
27
$965K 1.05%
+34,320
28
$928K 1.01%
+8,795
29
$896K 0.97%
+4,706
30
$856K 0.93%
+16,081
31
$797K 0.87%
+8,722
32
$615K 0.67%
+6,347
33
$595K 0.65%
+2,346
34
$572K 0.62%
+1,357
35
$569K 0.62%
+5,214
36
$533K 0.58%
+2,721
37
$527K 0.57%
+2,194
38
$515K 0.56%
+880
39
$503K 0.55%
+3,745
40
$497K 0.54%
+16,194
41
$486K 0.53%
+2,213
42
$478K 0.52%
+4,334
43
$362K 0.39%
+15,185
44
$356K 0.39%
+3,314
45
$333K 0.36%
+3,794
46
$314K 0.34%
+1,657
47
$308K 0.33%
+5,945
48
$282K 0.31%
+623
49
$281K 0.3%
+549
50
$267K 0.29%
+2,955
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