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
1
$9.23M 9.97%
149,309
-19,577
2
$8.77M 9.48%
309,959
-24,947
3
$6.7M 7.24%
115,814
+55,727
4
$6.38M 6.89%
17,216
+4,345
5
$5.63M 6.08%
76,443
+17,490
6
$4.5M 4.86%
97,605
+16,373
7
$3.88M 4.19%
142,129
+60,357
8
$3.26M 3.52%
+86,654
9
$2.85M 3.07%
59,036
+3,408
10
$2.66M 2.87%
100,939
+62,372
11
$2.14M 2.31%
68,499
-73,645
12
$1.95M 2.11%
31,448
-7,438
13
$1.89M 2.04%
98,513
-15,403
14
$1.81M 1.95%
42,164
-61,348
15
$1.8M 1.95%
38,507
-3,030
16
$1.74M 1.88%
6,348
-37
17
$1.42M 1.53%
2,949
-173
18
$1.39M 1.51%
19,375
19
$1.29M 1.39%
48,003
+10,725
20
$1.21M 1.31%
+14,644
21
$1.21M 1.31%
15,991
-18,284
22
$1.19M 1.29%
31,121
-3,199
23
$1.19M 1.28%
2,121
24
$1.15M 1.24%
11,575
+5,228
25
$1.11M 1.19%
15,257
-24,438
1
2 3