LWA

LifeGoal Wealth Advisors Portfolio holdings

AUM $120M
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
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
51
$257K 0.28%
549
52
$257K 0.28%
482
-141
53
$256K 0.28%
1,657
54
$248K 0.27%
1,048
55
$241K 0.26%
721
-2,217
56
$232K 0.25%
281
57
$223K 0.24%
+4,844
58
$216K 0.23%
1,246
59
$210K 0.23%
2,660
+81
60
$209K 0.23%
4,059
-1,886
61
$203K 0.22%
16,140
62
$163K 0.18%
14,522
63
$116K 0.13%
10,698
64
– –
-1,286
65
– –
-8,795
66
– –
-2,340
67
– –
-8,920
68
– –
-6,958
69
– –
-15,185
1 2
3