LWA
LifeGoal Wealth Advisors Portfolio holdings
AUM
$150M
1-Year Est. Return
16.66%
This Fund
S&P 500
1 Year Est. Return
+16.66%
AUM
$150M
AUM Growth
+$29.7M
(+25%)
Holding
82
Top Buys
| 1 | +$2.93M | |
| 2 | +$2.86M | |
| 3 | +$2.77M | |
| 4 |
Capital Group Global Growth Equity ETF
CGGO
|
+$2.77M |
| 5 |
Apple
AAPL
|
+$2.53M |
Top Sells
| 1 | +$1.75M | |
| 2 | +$1.58M | |
| 3 | +$643K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$519K |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$513K |
Sector Composition
| 1 | Technology | 4.22% |
| 2 | Communication Services | 2.15% |
| 3 | Consumer Discretionary | 1.14% |
| 4 | Financials | 0.78% |
| 5 | Energy | 0.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
JPMorgan Equity Premium Income ETF
JEPI
$42.9B
| – | – |
-3,601
|
|
||
77
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.7B
| – | – |
-4,091
|
|
||
78
Norfolk Southern
NSC
$64.5B
| – | – |
-958
|
|
||
79
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.09B
| – | – |
-9,962
|
|
||
80
State Street Blackstone Senior Loan ETF
SRLN
$6.72B
| – | – |
-6,107
|
|
||
81
Vanguard Ultra-Short Bond ETF
VUSB
$6.78B
| – | – |
-12,871
|
|
||
|
82
iShares Bitcoin Trust
IBIT
$68.4B
| – | – |
-7,980
|
|