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
$213M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.15M
3
+$980K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$875K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$733K

Top Sells

1
+$1.87M
2
+$944K
3
+$848K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$687K
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$501K

Sector Composition

1 Technology 4.02%
2 Healthcare 0.71%
3 Financials 0.46%
4 Industrials 0.46%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$980K 0.46%
+21,035
27
$960K 0.45%
2,556
+13
28
$926K 0.43%
14,958
+6,636
29
$917K 0.43%
1,110
+10
30
$875K 0.41%
+24,107
31
$717K 0.34%
4,882
+6
32
$697K 0.33%
11,503
+1,978
33
$651K 0.31%
6,502
-3,643
34
$645K 0.3%
9,109
+1,688
35
$568K 0.27%
12,178
+2,839
36
$550K 0.26%
11,585
+3,544
37
$525K 0.25%
3,255
-28
38
$521K 0.24%
5,092
+767
39
$499K 0.23%
4,778
+811
40
$456K 0.21%
856
+9
41
$442K 0.21%
19,172
+770
42
$411K 0.19%
18,525
-282
43
$382K 0.18%
3,529
+126
44
$374K 0.18%
1,444
-3,641
45
$361K 0.17%
10,839
46
$350K 0.16%
4,628
+63
47
$331K 0.16%
9,472
+1,234
48
$329K 0.15%
1,929
+15
49
$307K 0.14%
2,931
-505
50
$301K 0.14%
3,851
-483
1
2
3