LWA
Lifelong Wealth Advisors Portfolio holdings
AUM $213M
AUM
$213M
AUM Growth
-$9.23M (-4%)
Cap. Flow
+$2.18M
Cap. Flow % of AUM
1.02%
Top 10 Holdings %Top 10 Hldgs %
77.22%
Holding
70
New
4
Increased
37
Reduced
23
Closed
3
Top Buys
| 1 | $1.42M | |
| 2 | $1.15M | |
| 3 | $980K | |
| 4 | $875K | |
| 5 | $733K |
Top Sells
| 1 | $1.87M | |
| 2 | $944K | |
| 3 | $687K | |
| 4 | $501K | |
| 5 | $418K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $298K | 0.14% | 569 -58 | -9% | -$30.4K | |||
| $298K | 0.14% | 1,421 +35 | +3% | +$7.33K | |||
| $297K | 0.14% | 12,912 +803 | +7% | +$18.5K | |||
| $295K | 0.14% | 3,255 +653 | +25% | +$59.2K | |||
| $271K | 0.13% | 5,353 -27 | -0.5% | -$1.37K | |||
| $270K | 0.13% | 493 +3 | +0.6% | +$1.64K | |||
| $258K | 0.12% | 6,378 -564 | -8% | -$22.8K | |||
| $256K | 0.12% | 1,346 +44 | +3% | +$8.37K | |||
| $255K | 0.12% | 3,174 +10 | +0.3% | +$804 | |||
| $254K | 0.12% | 2,137 +166 | +8% | +$19.7K | |||
| $253K | 0.12% | 3,526 | New | +$253K | |||
| $242K | 0.11% | 3,591 -536 | -13% | -$36.1K | |||
| $221K | 0.1% | 1,426 +51 | +4% | +$7.89K | |||
| $214K | 0.1% | 6,717 -645 | -9% | -$20.5K | |||
| $212K | 0.1% | 2,491 | – | – | |||
| $202K | 0.09% | 1,290 +10 | +0.8% | +$1.56K | |||
| $201K | 0.09% | 1,644 +27 | +2% | +$3.29K | |||
| $0 | 0% | 0 -9,707 | Closed | – | |||
| $0 | 0% | 0 -1,179 | Closed | – | |||
| $0 | 0% | 0 -579 | Closed | – |
