LWA

LifeGoal Wealth Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 16.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.6M
AUM Growth
+$423K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.22M
3
+$1.65M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.64M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.61M

Top Sells

1
+$2.63M
2
+$2.3M
3
+$1.77M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$1.39M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.21M

Sector Composition

1 Technology 1.98%
2 Communication Services 1.55%
3 Consumer Discretionary 0.43%
4 Energy 0.43%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$906K 0.98%
4,080
27
$886K 0.96%
8,404
-4,810
28
$851K 0.92%
16,158
+77
29
$761K 0.82%
15,327
-15,387
30
$737K 0.8%
+7,318
31
$735K 0.79%
4,706
32
$621K 0.67%
2,346
33
$604K 0.65%
5,194
-20
34
$546K 0.59%
+10,537
35
$544K 0.59%
5,927
-2,795
36
$533K 0.58%
19,832
-19,387
37
$532K 0.57%
2,741
+20
38
$521K 0.56%
4,676
+342
39
$514K 0.56%
1,369
+12
40
$471K 0.51%
+2,612
41
$463K 0.5%
2,086
-108
42
$447K 0.48%
776
-104
43
$414K 0.45%
3,817
+72
44
$400K 0.43%
2,103
-110
45
$394K 0.43%
3,314
46
$329K 0.36%
+14,588
47
$325K 0.35%
10,635
-5,559
48
$313K 0.34%
+7,604
49
$305K 0.33%
3,794
50
$260K 0.28%
2,956
+1
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