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
$222M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$60.5M
3
+$15.2M
4
ORCL icon
Oracle
ORCL
+$6.66M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$6.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.61%
2 Consumer Discretionary 1.05%
3 Healthcare 0.63%
4 Industrials 0.48%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.46%
+10,145
27
$995K 0.45%
+19,057
28
$849K 0.38%
+1,100
29
$848K 0.38%
+9,707
30
$630K 0.28%
+4,876
31
$610K 0.27%
+9,525
32
$607K 0.27%
+3,283
33
$536K 0.24%
+3,967
34
$501K 0.23%
+7,421
35
$477K 0.21%
+4,325
36
$464K 0.21%
+9,339
37
$457K 0.21%
+3,403
38
$433K 0.19%
+8,322
39
$418K 0.19%
+18,402
40
$410K 0.18%
+18,807
41
$402K 0.18%
+10,839
42
$396K 0.18%
+3,436
43
$384K 0.17%
+847
44
$373K 0.17%
+8,041
45
$372K 0.17%
+4,334
46
$321K 0.14%
+1,914
47
$321K 0.14%
+4,565
48
$317K 0.14%
+627
49
$288K 0.13%
+1,302
50
$278K 0.13%
+12,109
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