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
51
$249K 0.27%
+2,340
52
$246K 0.27%
+1,048
53
$229K 0.25%
+8,920
54
$225K 0.24%
+6,958
55
$218K 0.24%
+1,246
56
$218K 0.24%
+1,286
57
$217K 0.24%
+281
58
$204K 0.22%
+16,140
59
$201K 0.22%
+2,579
60
$164K 0.18%
+14,522
61
$116K 0.13%
+10,698
1 2
3