LWA

Lifelong Wealth Advisors Portfolio holdings

AUM $375M
1-Year Est. Return 17.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.78%
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
+$3.85M
2
+$922K
3
+$788K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$683K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$583K

Top Sells

1
+$1.13M
2
+$182K
3
+$82.4K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$44.1K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$32.7K

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
26
$1.7M 0.51%
12,332
-34
27
$1.67M 0.5%
11,737
-114
28
$1.57M 0.47%
3,027
+219
29
$1.48M 0.44%
43,404
+3,770
30
$1.38M 0.41%
26,004
+1,934
31
$1.1M 0.33%
21,427
+1,478
32
$986K 0.29%
5,285
+65
33
$967K 0.29%
12,647
+697
34
$888K 0.26%
1,164
-5
35
$844K 0.25%
11,634
+59
36
$736K 0.22%
4,742
-48
37
$736K 0.22%
9,120
+4
38
$723K 0.22%
3,256
39
$695K 0.21%
13,623
-642
40
$672K 0.2%
1,511
+3
41
$626K 0.19%
4,969
-133
42
$616K 0.18%
10,839
43
$590K 0.18%
2,500
44
$570K 0.17%
11,858
+214
45
$534K 0.16%
22,676
+66
46
$502K 0.15%
8,759
-46
47
$463K 0.14%
4,350
+896
48
$451K 0.13%
897
-4
49
$429K 0.13%
19,098
50
$427K 0.13%
4,759
-171
1
2
3 4