LWA

Lifelong Wealth Advisors Portfolio holdings

AUM $336M
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$938K
3
+$817K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$703K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$606K

Top Sells

1
+$1.24M
2
+$195K
3
+$84.8K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$46.2K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$32.8K

Sector Composition

1 Technology 4.51%
2 Healthcare 0.58%
3 Industrials 0.53%
4 Financials 0.39%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSLC icon
1
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$71M 21.1%
544,802
+3,064
SPYM
2
State Street SPDR Portfolio S&P 500 ETF
SPYM
$90.7B
$62.3M 18.53%
795,560
+7,734
JBND icon
3
JPMorgan Active Bond ETF
JBND
$3.23B
$34.5M 10.27%
637,907
+71,840
AVUV icon
4
Avantis US Small Cap Value ETF
AVUV
$18.1B
$22.8M 6.76%
228,579
+7,060
IYW icon
5
iShares US Technology ETF
IYW
$23.3B
$12.5M 3.71%
63,716
-994
HELO icon
6
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.5B
$9.77M 2.91%
150,381
+14,434
ORCL icon
7
Oracle
ORCL
$749B
$9.67M 2.88%
34,394
-4,425
QUAL icon
8
iShares MSCI USA Quality Factor ETF
QUAL
$53.9B
$9.12M 2.71%
46,910
+4,202
IAU icon
9
iShares Gold Trust
IAU
$60.9B
$8.18M 2.43%
112,466
+2,930
EFV icon
10
iShares MSCI EAFE Value ETF
EFV
$27.6B
$7.87M 2.34%
116,084
+7,876
DYNF icon
11
BlackRock US Equity Factor Rotation ETF
DYNF
$26.8B
$7.19M 2.14%
121,447
+8,034
IVW icon
12
iShares S&P 500 Growth ETF
IVW
$68.2B
$6.96M 2.07%
57,678
-383
IVE icon
13
iShares S&P 500 Value ETF
IVE
$42.3B
$5.27M 1.57%
25,503
+2,719
IEMG icon
14
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$5.04M 1.5%
76,507
+4,220
IUSB icon
15
iShares Trust iShares Core Universal USD Bond ETF
IUSB
$33.4B
$3.92M 1.17%
83,934
+2,522
IVV icon
16
iShares Core S&P 500 ETF
IVV
$677B
$3.85M 1.14%
5,746
+75
SCHZ icon
17
Schwab US Aggregate Bond ETF
SCHZ
$9.01B
$3.76M 1.12%
160,378
+9,123
XLG icon
18
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
$3.39M 1.01%
59,016
+7,074
THRO
19
iShares U.S. Thematic Rotation Active ETF
THRO
$6.5B
$3.09M 0.92%
81,714
+4,342
EFG icon
20
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$3.06M 0.91%
26,894
+687
ESGU icon
21
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
$2.98M 0.88%
20,442
+139
XTEN icon
22
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$747M
$2.45M 0.73%
52,501
+3,237
SPMO icon
23
Invesco S&P 500 Momentum ETF
SPMO
$16.9B
$2.11M 0.63%
17,411
+587
MBB icon
24
iShares MBS ETF
MBB
$41.6B
$1.87M 0.56%
19,682
+1,021
AAPL icon
25
Apple
AAPL
$4T
$1.75M 0.52%
6,887
-31
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