LWA
LifeGoal Wealth Advisors Portfolio holdings
AUM
$105M
This Quarter Return
+8.02%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(+14%)
Cap. Flow
+$6.1M
Cap. Flow
% of AUM
5.79%
Top 10 Holdings %
Top 10 Hldgs %
61.61%
Holding
74
New
11
Increased
24
Reduced
28
Closed
9
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$3.22M |
| 2 |
iShares US Equity Factor ETF
LRGF
|
$2.54M |
| 3 |
FEGE
First Eagle Global Equity ETF
FEGE
|
$2.4M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.46M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$971K |
Top Sells
| 1 |
Capital Group US Multi-Sector Income ETF
CGMS
|
$2.93M |
| 2 |
Janus Henderson B-BBB CLO ETF
JBBB
|
$2.07M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$951K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$769K |
| 5 |
Capital Group Dividend Growers ETF
CGDG
|
$648K |
Sector Composition
| 1 | Technology | 2.63% |
| 2 | Communication Services | 1.89% |
| 3 | Consumer Discretionary | 0.95% |
| 4 | Financials | 0.54% |
| 5 | Energy | 0.3% |
