LWA
LifeGoal Wealth Advisors Portfolio holdings
AUM
$105M
This Quarter Return
-0.4%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$92.2M
AUM Growth
–
Cap. Flow
+$92.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.47%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$10.4M |
| 2 |
Capital Group Global Growth Equity ETF
CGGO
|
$9.79M |
| 3 |
Vanguard Growth ETF
VUG
|
$5.28M |
| 4 |
iShares Global Equity Factor ETF
GLOF
|
$4.49M |
| 5 |
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% |
